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 7-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 |
|---|---|---|
PIERCE ATWOOD LLP2 years Service code 14 · EIN 01-0190452 | Plan Administrator | $419,650 |
Service code 11 · EIN 38-1691268 | Actuarial | $205,660 |
MERCER3+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $161,470 |
BAILEY & EHRENBERG PLLC2 years Service code 29 · EIN 74-3130036 | Legal | $155,521 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $57,284 |
CALIBRE CPA GROUP PLLC2 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $13,808 |
TAWSHUNSKY LAW FIRM PLLC1 year Service code 29 1455 PENNSYLVANIA AVENUE NW · WASHINGTON, DC 20004 | Legal | $6,475 |
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.
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $224,072-100.0% | $220,428-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 49.1%-49.1pp | 43.5%-43.5pp | 43.0%-43.0pp |
| Annual return | 1.61% | 99.73%-98.1pp | 90.60%-89.0pp | 259.13%-257.5pp |
| Employer contribution / active EE | $0 | $35,076-100.0% | $32,727-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $40-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,610-100.0% | $12,805-100.0% | $21,546-100.0% |