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: GALLAGHER BENEFIT SERVICES, INC. Service code 11 · EIN 36-4291971 | Actuarial | $675,525 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Trustee (bank, trust company, or simi... | $257,954 |
Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 26-0734498 | Securities Custodian | $186,231 |
ERNST & YOUNG LLP1 year Filed as: ERNST & YOUNG Service code 17 · EIN 34-6565596 | Pension Consulting | $56,100 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $52,949 |
MOSS ADAMS LLP10+ years Service code 10 · EIN 91-0189318 | Accounting | $36,000 |
HANSON BRIDGETT LLP8 years Service code 29 · EIN 94-1205338 | Legal | $31,530 |
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 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 12.61% | 5.48%+7.1pp | 9.84%+2.8pp | 9.30%+3.3pp |
| Employer contribution / active EE | $18,356 | $9,127+101.1% | $30,320-39.5% | $12,557+46.2% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |