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 |
|---|---|---|
MILLIMAN, INC.11+ years Service code 11 · EIN 91-0675641 | Actuarial | $69,526 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $30,000 |
NEEDLES & ASSOCIATES, LLC4 years Filed as: NEEDLES & ASSOCIATES Service code 10 · EIN 51-0435869 | Accounting | $29,568 |
TRANSFORM WEALTH2 years Service code 28 · EIN 81-1683097 | Investment Management | $27,904 |
PNC BANK, N.A.2 years Filed as: TMCC PNC BANK Service code 21 · EIN 22-1146430 | Bank Trustee | $14,444 |
MONDRESS MONACO PARR LOCKWOOD PLLC10+ years Service code 29 · EIN 91-1917286 | Legal | $7,919 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $201,159-100.0% | $181,048-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 36.5%-36.5pp | 22.4%-22.4pp | 39.2%-39.2pp |
| Annual return | 7.27% | 9.29%-2.0pp | 9.65%-2.4pp | 13.91%-6.6pp |
| Employer contribution / active EE | $13,101 | $32,463-59.6% | $26,259-50.1% | $35,282-62.9% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $856-100.0% | $749-100.0% | $41,846-100.0% |