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 9-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 |
|---|---|---|
CLARK, SCHAEFER, HACKETT & CO.1+ years Filed as: CLARK LANZEN SKALLA Service code 51 · EIN 13-4109249 4020 SOUTH 147TH STREET · OMAHA, NE 68137 | Investment Mgmt Fees | $20,930 |
PRIMARK BENEFITS1+ years Service code 13 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $10,374 |
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 | $93,324 | $52,884+76.5% | $84,750+10.1% | $55,167+69.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 9.84% | 18.03%-8.2pp | 22.78%-12.9pp | 169.23%-159.4pp |
| Employer contribution / active EE | $5,865 | $2,233+162.6% | $3,574+64.1% | $1,963+198.8% |
| Participant deferral / active EE | $5,094 | $2,644+92.7% | $3,712+37.2% | $3,054+66.8% |
| Admin fee / account holder | $200 | $581-65.6% | $5,332-96.3% | $504-60.4% |