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 |
|---|---|---|
BENESYS, INC.5+ years Filed as: BENESYS INC. Service code 14 · EIN 38-2383171 | Plan Administrator | $181,926 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $96,940 |
RVK, INC.5+ years Filed as: RV KUHNS Service code 27 · EIN 93-0910652 | Advisory (Plan) | $73,277 |
ASB CAPITAL MANAGEMENT3 years Service code 28 · EIN 52-6257033 | Investment Management | $60,479 |
Service code 29 · EIN 91-1917286 | Legal | $31,497 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0476749 | Accounting | $17,142 |
HG GUS SAND & ASSOCIATES5+ years Service code 10 · EIN 81-0350794 | Accounting | $11,930 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 2.56% | 6.82%-4.3pp | 8.01%-5.5pp | 12.86%-10.3pp |
| Employer contribution / active EE | $9,622 | $12,695-24.2% | $29,475-67.4% | $13,687-29.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |