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) | $41,341 |
INDEPENDENT ACTUARIES, INC.10+ years Service code 11 · EIN 93-1132106 | Actuarial | $32,688 |
GEFFEN MESHER9 years Service code 10 888 SW 5TH AVE #800 · PORTLAND, OR 97204 | Accounting | $18,375 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 1013 CENTRE ROAD SUITE 300 · WILMINGTON, DE 198051265 | Bank Trustee | $11,902 |
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 | $52,198-100.0% | $458,700-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 11.0%-11.0pp |
| Annual return | 9.89% | 8.04%+1.8pp | 8.57%+1.3pp | 8.23%+1.7pp |
| Employer contribution / active EE | $15,625 | $8,285+88.6% | $33,010-52.7% | $13,859+12.7% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $33,172-100.0% | $1,652-100.0% |