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) | $41,410 |
INDEPENDENT ACTUARIES, INC.8+ years Service code 11 · EIN 93-1132106 | Actuarial | $28,144 |
GEFFEN MESHER7 years Service code 10 888 SW 5TH AVE #800 · PORTLAND, OR 97204 | Accounting | $16,000 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6370378 | Bank Trustee | $10,969 |
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 | $107,383-100.0% | $565,817-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 9.1%-9.1pp | 29.9%-29.9pp | 9.9%-9.9pp |
| Annual return | -8.52% | -11.36%+2.8pp | -8.79%+0.3pp | -5.25%-3.3pp |
| Employer contribution / active EE | $14,857 | $11,614+27.9% | $43,435-65.8% | $15,166-2.0% |
| Participant deferral / active EE | $0 | $7-100.0% | $12-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $0 | $866-100.0% | $3,859-100.0% |