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.5 years Filed as: MILLIMAN Service code 11 · EIN 91-0645641 | Actuarial | $50,734 |
CAUSEY DEMGEN & MOORE PC6+ years Service code 10 · EIN 84-1158905 | Accounting | $40,500 |
CAPFINANCIAL PARTNERS LLC6+ years Filed as: CAPTRUST ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $28,220 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 84-1158905 | Securities Custodian | $23,709 |
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 | $793,067-100.0% | $793,067-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 18.2%-18.2pp | 9.1%-9.1pp | 43.0%-43.0pp |
| Annual return | 15.41% | 3.18%+12.2pp | 10.21%+5.2pp | 259.13%-243.7pp |
| Employer contribution / active EE | $300,000 | $54,473+450.7% | $40,687+637.3% | $41,469+623.4% |
| Participant deferral / active EE | $0 | $0 | $0 | $153-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | $21,546-100.0% |