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 |
|---|---|---|
BKD, LLP3+ years Filed as: BKD WEALTH ADVISORS, LLC Service code 17 · EIN 44-0160260 | Pension Consulting | $56,057 |
NEWPORT GROUP, INC.2+ years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,216 |
Filed as: FIDELITY INVESTMENTS Service code 19 · EIN 04-3523567 | Securities Custodian | $5,481 |
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 | $4,834-100.0% | $9,655,338-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 7.4%-7.4pp | 11.3%-11.3pp |
| Annual return | 11.56% | 8.53%+3.0pp | 11.12%+0.4pp | 10.41%+1.1pp |
| Employer contribution / active EE | $18,293 | $17,436+4.9% | $22,651-19.2% | $14,691+24.5% |
| Participant deferral / active EE | $0 | $239-100.0% | $198-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $11,864-100.0% | $57,986-100.0% | $2,646-100.0% |