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) | $38,980 |
INDEPENDENT ACTUARIES, INC.9+ years Service code 11 · EIN 93-1132106 | Actuarial | $25,673 |
GEFFEN MESHER8 years Service code 10 888 SW 5TH AVE #800 · PORTLAND, OR 97204 | Accounting | $17,500 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 41-6370378 | Bank Trustee | $10,104 |
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 | $282,865-100.0% | $398,892-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 12.4%-12.4pp |
| Annual return | 10.04% | 9.27%+0.8pp | 8.55%+1.5pp | 9.89%+0.1pp |
| Employer contribution / active EE | $14,286 | $11,327+26.1% | $37,109-61.5% | $14,313-0.2% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $77,551-100.0% | $9,084-100.0% |