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 |
|---|---|---|
DULANEY & COMPANY, INC.1+ years Service code 11 · EIN 11-3647718 10691 N. KENDALL DRIVE SUITE 310 · MIAMI, FL 33176 | Actuarial | $166,180 |
BENEFIT RESOURCES, INC.1+ years Filed as: BENEFIT RESOURCE, INC. Service code 13 · EIN 76-0560942 8441 GULF FREEWAY SUITE 304 · HOUSTON, TX 77017 | Contract Administrator | $83,597 |
ROBERT HARRELL INC.1+ years Service code 17 · EIN 75-2387209 9310 N. CAPITAL OF TEXAS · AUSTIN, TX 78731 | Pension Consulting | $55,289 |
MARKSTON INTERNATIONAL, LLC1+ years Service code 28 · EIN 13-4053806 50 MAIN STREET · WHITE PLAINS, NY 10606 | Investment Management | $42,396 |
ALBERT LEVY, P.C.1+ years Service code 29 · EIN 75-2653991 2777 N. STEMMONS FREEWAY SUITE 1125 · DALLAS, TX 75207 | Legal | $36,000 |
BAAB & DENISON, LLP1+ years Service code 29 · EIN 75-2617281 6301 GASTON AVE SUITE 550 · DALLAS, TX 75214 | Legal | $36,000 |
EDWARDS AND LEATHERS, P.C.1+ years Service code 10 · EIN 20-8739519 PO BOX 860 · BAYTOWN, TX 77522 | Accounting | $25,560 |
C.S. MCKEE, L.P.1+ years Service code 28 · EIN 25-1900068 ONE GATEWAY CENTER 8TH FLOOR · PITTSBURGH, PA 15222 | Investment Management | $17,554 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -6.42% | -1.13%-5.3pp | -0.81%-5.6pp | 2.81%-9.2pp |
| Employer contribution / active EE | $7,418 | $14,981-50.5% | $38,425-80.7% | $16,358-54.7% |
| Participant deferral / active EE | $3,551 | $190+1772.0% | $315+1025.6% | $775+358.3% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |