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 |
|---|---|---|
MERCER3+ years Service code 17 · EIN 13-2834414 | Pension Consulting | $101,869 |
LOGAN CIRCLE PARTNERS, LP3+ years Service code 28 · EIN 20-8262386 | Investment Management | $93,515 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $91,455 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $85,226 |
US BANK3+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 31-0841368 | Bank Trustee | $78,395 |
FIDUCIARY INVESTMENT ADVISORS3+ years Filed as: FIDUCIARY TRUST INTL OF THE SOUTH Service code 28 · EIN 65-0080824 | Investment Management | $49,463 |
MOSS ADAMS LLP3+ years Service code 10 · EIN 91-0189318 | Accounting | $9,000 |
BLACKROCK3+ years Filed as: BLACKROCK INST TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $6,579 |
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 | $44,091-100.0% | $413,253-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 40.8%-40.8pp | 4.5%-4.5pp |
| Annual return | 15.84% | 13.95%+1.9pp | 8.55%+7.3pp | 13.95%+1.9pp |
| Employer contribution / active EE | $171,077 | $16,598+930.7% | $55,494+208.3% | $16,598+930.7% |
| Participant deferral / active EE | $0 | $511-100.0% | $122-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $160,808-100.0% | $612-100.0% |