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 |
|---|---|---|
THE SEGAL COMPANY1 year Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 1230 WEST WASHINGTON STREET · TEMPE, AZ 85281 | Actuarial | $93,896 |
SOUTHWEST SERVICE ADMINISTRATORS2+ years Service code 13 · EIN 86-0785790 PO BOX 43170 · PHOENIX, AZ 850803170 | Contract Administrator | $60,959 |
BALDWIN & BALDWIN PLLC2+ years Service code 10 · EIN 46-4370753 P.O. BOX 60008 · PHOENIX, AZ 85082 | Accounting | $13,125 |
RYAN RAPP & UNDERWOOD1 year Filed as: RYAN RAPP & UNDERWOOD PLC Service code 29 · EIN 86-0767091 3200 N CENTRAL AVE STE 2250 · PHOENIX, AZ 85012 | Legal | $12,583 |
Filed as: BANK OF ARIZONA Service code 19 6001 N 24TH ST · PHOENIX, AZ 85016 | Securities Custodian | $7,966 |
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.
Employer contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $44,091-100.0% | $184,886-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 4.5%-4.5pp |
| Annual return | 13.29% | 11.09%+2.2pp | 8.32%+5.0pp | 13.95%-0.7pp |
| Employer contribution / active EE | $2,630 | $10,980-76.0% | $30,793-91.5% | $16,598-84.2% |
| Participant deferral / active EE | $0 | $4,074-100.0% | $90-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $2,802-100.0% | $612-100.0% |