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 6-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: CV ADMINISTRATIVE SERVICES, INC. Service code 13 · EIN 94-3173383 | Contract Administrator | $23,383 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $17,261 |
RAEL & LETSON4+ years Service code 11 · EIN 94-1701048 | Actuarial | $11,419 |
Filed as: HIGHLAND CAPTIAL ADVISORS Service code 27 · EIN 20-4284376 | Advisory (Plan) | $5,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $447,195-100.0% | $447,195-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 44.0%-44.0pp | 25.8%-25.8pp | 44.4%-44.4pp |
| Annual return | 20.32% | -10.58%+30.9pp | -11.06%+31.4pp | -14.65%+35.0pp |
| Employer contribution / active EE | $0 | $62,232-100.0% | $55,362-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $19-100.0% | $26-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $3,572-100.0% | $3,572-100.0% | $14,631-100.0% |