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.2+ years Filed as: CLARK LANZEN SKALLA Service code 51 · EIN 13-4109249 4020 SOUTH 147TH STREET · OMAHA, NE 68137 | Investment Mgmt Fees | $19,413 |
PRIMARK BENEFITS2+ years Service code 13 875 MAHLER RD. STE. 105 · BURLINGAME, CA 94010 | Contract Administrator | $11,098 |
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 | $99,537 | $58,726+69.5% | $92,233+7.9% | $62,292+59.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.87% | 43.62%-31.7pp | 176.28%-164.4pp | 28.90%-17.0pp |
| Employer contribution / active EE | $5,383 | $2,392+125.1% | $3,679+46.3% | $2,042+163.6% |
| Participant deferral / active EE | $5,048 | $2,766+82.5% | $3,897+29.5% | $3,169+59.3% |
| Admin fee / account holder | $191 | $556-65.6% | $5,194-96.3% | $479-60.1% |