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 3-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 |
|---|---|---|
FID INV INST OPS CO2+ years Filed as: FID INST ASST MGMT CO Service code 28 · EIN 20-4659714 | Investment Management | $38,936 |
FID INV INST OPS CO2+ years Service code 11 · EIN 04-3532603 | Actuarial | $34,052 |
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 15 · EIN 04-2723880 | Recordkeeping | $20,489 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $17,588 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $7,100 |
DENTONS US LLP1 year Service code 29 · EIN 84-0854432 | Legal | $2,050 |
COWDEN ASSOCIATES, INC.1 year Service code 11 · EIN 25-1750131 | Actuarial | $878 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $195,758-100.0% | $182,032-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 25.1%-25.1pp | 13.4%-13.4pp | 55.8%-55.8pp |
| Annual return | 6.98% | 3.72%+3.3pp | 7.70%-0.7pp | 24.42%-17.4pp |
| Employer contribution / active EE | $0 | $38,217-100.0% | $28,478-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $2-100.0% | $49-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $61,373-100.0% | $51,246-100.0% | $22,079-100.0% |