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 |
|---|---|---|
Filed as: RETIREMENT CONSULTING GROUP INC Service code 27 · EIN 91-1769299 | Advisory (Plan) | $42,324 |
INDEPENDENT ACTUARIES, INC.7+ years Service code 11 · EIN 93-1132106 | Actuarial | $28,594 |
GEFFEN MESHER6 years Service code 10 888 SW 5TH AVE #800 · PORTLAND, OR 97204 | Accounting | $14,500 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6370378 | Bank Trustee | $12,356 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $111,284-100.0% | $369,410-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 12.5%-12.5pp | 29.4%-29.4pp | 8.4%-8.4pp |
| Annual return | 12.58% | 9.11%+3.5pp | 8.28%+4.3pp | 18.34%-5.8pp |
| Employer contribution / active EE | $33,333 | $12,190+173.5% | $40,747-18.2% | $14,665+127.3% |
| Participant deferral / active EE | $0 | $9-100.0% | $26-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $997-100.0% | $4,495-100.0% | $9,141-100.0% |