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 |
|---|---|---|
NEW CENTURY PARTNERS10+ years Service code 28 · EIN 68-0189192 | Investment Management | $1,335,972 |
UNITED ADMINISTRATIVE SERVICES10+ years Service code 13 · EIN 94-1749345 | Contract Administrator | $144,123 |
NWPS3 years Service code 11 · EIN 91-2090931 | Actuarial | $102,000 |
MILLER KAPLAN ARASE LLP2 years Service code 10 · EIN 95-2036255 | Accounting | $101,984 |
WHITESTAR ADVISORS, LLC10+ years Service code 28 · EIN 03-0496641 | Investment Management | $101,000 |
Service code 29 · EIN 94-2576729 | Legal | $20,886 |
UNION DATA SYSTEMS2 years Filed as: UNION DATA SYSTEMS INC Service code 49 4379 WHITEFIELD CT · SANTA MARIA, CA 93455 | Other Services | $18,428 |
UA LO 4673 years Service code 14 · EIN 94-0775047 | Plan Administrator | $18,032 |
SMART SOURCE LLC2 years Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 36 7270 MCGINNIS FERRY RD · SUWANNEE, GA 30024 | Copying and duplicating; Direct payme... | $10,614 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 14.28% | 11.08%+3.2pp | 8.09%+6.2pp | 8.76%+5.5pp |
| Employer contribution / active EE | $29,455 | $13,876+112.3% | $28,732+2.5% | $16,627+77.1% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |