See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC1 year Filed as: MARSH & MCLENNAN AGENCY Service code 11 · EIN 26-3237576 | Actuarial | $33,838 |
GRANT THORNTON LLP7+ years Service code 10 · EIN 36-6055558 | Accounting | $18,900 |
GABLE GOTWALS COUNSEL1 year Service code 29 · EIN 73-0776907 | Legal | $13,873 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $13,758 |
REAMS ASSET MANAGEMENT1 year Filed as: UMB BANK Service code 19 · EIN 43-0903811 | Securities Custodian | $9,932 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 10.40% | 12.41%-2.0pp | 11.31%-0.9pp | 18.34%-7.9pp |
| Employer contribution / active EE | $59,902 | $18,122+230.5% | $35,729+67.7% | $14,665+308.5% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |