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 8-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 |
|---|---|---|
ERNST & YOUNG LLP5 years Service code 11 · EIN 34-6565596 | Actuarial | $343,558 |
US BANK8+ years Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $94,374 |
AB FUNDS8+ years Filed as: ALLIANCE BERNSTEIN, L.P. Service code 21 · EIN 13-4132953 | Bank Trustee | $63,552 |
CITRIN COOPERMAN1 year Filed as: CITRIN COOPERMAN AND COMPANY Service code 10 · EIN 22-2428965 | Accounting | $24,000 |
BERDON LLP5 years Service code 10 · EIN 13-0485070 | Accounting | $23,000 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $315,650-100.0% | $308,621-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 62.7%-62.7pp | 57.2%-57.2pp | 44.0%-44.0pp |
| Annual return | 6.23% | 8.12%-1.9pp | 8.06%-1.8pp | 13.05%-6.8pp |
| Employer contribution / active EE | $137,756 | $44,127+212.2% | $42,627+223.2% | $37,639+266.0% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,864-100.0% |