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.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0645641 | Actuarial | $45,345 |
CAPFINANCIAL PARTNERS LLC4+ years Filed as: CAPTRUST ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $34,274 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $22,324 |
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 | $463,922-100.0% | $463,922-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.6%-17.6pp | 46.4%-46.4pp |
| Annual return | -6.67% | 102.70%-109.4pp | 60.62%-67.3pp | -82.66%+76.0pp |
| Employer contribution / active EE | $300,000 | $92,270+225.1% | $61,657+386.6% | $43,769+585.4% |
| Participant deferral / active EE | $0 | $356-100.0% | $288-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $23-100.0% | $23-100.0% | $11,204-100.0% |