See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SEI INVESTMENTS7 years Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $810,346 |
BENESYS, INC.9 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $182,630 |
THE SEGAL COMPANY3 years Filed as: THE SEGAL COMPANY INC Service code 11 · EIN 94-1503999 | Actuarial | $143,442 |
TRUCKER HUSS7 years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $55,510 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $51,500 |
US BANK10+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $35,707 |
Filed as: STEPHEN HORN INSURANCE Service code 53 | Insurance Commissions | $11,402 |
IRON MOUNTAIN4 years Service code 49 · EIN 23-2588479 | Other Services | $10,846 |
SMART SOURCE LLC1 year Service code 49 · EIN 30-0830429 | Other Services | $8,468 |
STEPHEN HORN INSURANCE SERVICES10+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $0 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 9.67% | 8.43%+1.2pp | 52.39%-42.7pp | 10.71%-1.0pp |
| Employer contribution / active EE | $13,290 | $8,563+55.2% | $23,486-43.4% | $14,986-11.3% |
| Participant deferral / active EE | $0 | $390-100.0% | $224-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |