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 |
|---|---|---|
CORNERSTONE ADVISORS ASSET MGMT1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $66,783 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN SCHULTZ SHERIDAN Service code 10 · EIN 25-1644159 | Accounting | $8,700 |
THE ANGELL PENSION GROUP, INC.1+ years Filed as: THE ANGELL PENSION GROUP INC Service code 49 · EIN 04-2530412 | Other Services | $5,052 |
CORNERSTONE ADVISORS ASSET MGMT1+ years Filed as: CORNERSTONE ADVISORS ASSET Service code 27 · EIN 75-3204798 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,561 | $63,924-17.8% | $108,579-51.6% | $55,167-4.7% |
| Participation rate | 99.4% | 74.3%+25.1pp | 79.6%+19.9pp | 69.0%+30.4pp |
| Annual return | -1.14% | 15.31%-16.4pp | -51.70%+50.6pp | 169.23%-170.4pp |
| Employer contribution / active EE | $0 | $1,879-100.0% | $3,758-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $4,231 | $3,067+38.0% | $4,311-1.8% | $3,054+38.5% |
| Admin fee / account holder | $210 | $618-66.1% | $7,645-97.3% | $504-58.4% |