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: QUEST INVESTMENT MANAGEMENT Service code 28 · EIN 93-0880854 | Investment Management | $150,357 |
UEA INC4 years Service code 13 · EIN 90-0991444 | Contract Administrator | $79,571 |
US BANK3 years Service code 19 · EIN 31-0841368 | Securities Custodian | $35,077 |
DAVID DOUGHERTY LLC4 years Service code 11 · EIN 27-2269497 | Actuarial | $34,650 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUMSMITH+BROWN PC Service code 10 · EIN 22-2027092 | Accounting | $19,613 |
BEACON EMPLOYMENT LAW1 year Service code 29 · EIN 99-2624085 | Legal | $18,182 |
OGLETREE DEAKINS10+ years Service code 29 · EIN 57-1044820 | Legal | $8,566 |
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 | $136,833-100.0% | $105,290-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 12.3%-12.3pp | 39.2%-39.2pp |
| Annual return | 4.15% | 66.62%-62.5pp | 52.39%-48.2pp | 13.91%-9.8pp |
| Employer contribution / active EE | $0 | $26,943-100.0% | $23,486-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $266-100.0% | $224-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $41,846-100.0% |