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 |
|---|---|---|
Service code 28 · EIN 93-0646988 | Investment Management | $165,723 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $69,388 |
BENESYS, INC.5+ years Filed as: BENESYS INC Service code 13 · EIN 93-0446761 | Contract Administrator | $47,068 |
US BANK5+ years Filed as: US BANK N.A. Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $26,785 |
Filed as: BARLOW,COUGHRAN,MORALES,JOSEHPSON Service code 29 · EIN 91-0889948 | Legal | $13,200 |
CLIFTONLARSONALLEN LLP5+ years Service code 10 · EIN 41-0746749 | Accounting | $7,688 |
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 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% | $94,563-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 1.2%-1.2pp |
| Annual return | 19.81% | 20.24%-0.4pp | 16.32%+3.5pp | 53.27%-33.5pp |
| Employer contribution / active EE | $11,486 | $14,384-20.2% | $31,806-63.9% | $14,774-22.3% |
| Participant deferral / active EE | $0 | $1,713-100.0% | $211-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $0 | $13,289-100.0% |