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 |
|---|---|---|
PREMIER FINANCIAL GROUP3+ years Service code 27 · EIN 68-0150543 725 6TH STREET · EUREKA, CA 95501 | Advisory (Plan) | $17,335 |
FIRST MERCANTILE TRUST COMPANY3+ years Service code 15 · EIN 62-1549435 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Recordkeeping | $5,177 |
Filed as: HUNTER HNTER & HUNT LLP Service code 10 | Accounting | $662 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,385-100.0% | $75,670-100.0% | $62,292-100.0% |
| Participation rate | 0.0% | 67.7%-67.7pp | 72.3%-72.3pp | 69.5%-69.5pp |
| Annual return | 11.27% | 19.90%-8.6pp | 27.34%-16.1pp | 28.90%-17.6pp |
| Employer contribution / active EE | $1,434 | $1,537-6.7% | $2,352-39.0% | $2,042-29.8% |
| Participant deferral / active EE | $1,342 | $2,445-45.1% | $3,142-57.3% | $3,169-57.6% |
| Admin fee / account holder | $0 | $384-100.0% | $5,800-100.0% | $479-100.0% |