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 INVESTMENTS1 year Filed as: SEI INVESTMENTS COMPANY Service code 19 · EIN 23-1707341 | Securities Custodian | $625,360 |
BENESYS, INC.3 years Filed as: BENESYS ADMINISTRATORS Service code 14 · EIN 38-2383171 | Plan Administrator | $144,270 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY INC. Service code 11 · EIN 94-1503999 | Actuarial | $73,657 |
TRUCKER HUSS1 year Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $44,831 |
US BANK4+ years Service code 21 · EIN 31-0841368 | Bank Trustee | $34,292 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $29,000 |
STEPHEN HORN INSURANCE SERVICES4+ years Service code 23 · EIN 94-3249244 | Insurance services; Insurance brokera... | $10,748 |
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.
Annual investment return 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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 2.72% | 221.56%-218.8pp | 29.77%-27.0pp | 53.27%-50.5pp |
| Employer contribution / active EE | $9,146 | $12,096-24.4% | $33,607-72.8% | $14,774-38.1% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |