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 |
|---|---|---|
VERUS6+ years Service code 17 · EIN 91-1320111 | Pension Consulting | $93,107 |
UA LOCAL 3436+ years Service code 13 · EIN 94-0925634 | Contract Administrator | $76,020 |
WHITESTAR ADVISORS, LLC3 years Filed as: WHITESTAR ADVISORS Service code 28 902 CLINT MORRE ROAD, SUITE 220 · BOCA RATON, FL 33487 | Investment Management | $75,000 |
LINDQUIST LLP6+ years Service code 10 · EIN 52-2385296 | Accounting | $56,844 |
KRAW LAW GROUP4 years Service code 29 · EIN 32-0465891 | Legal | $44,554 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $44,452 |
KAUFMANN & GOBLE6+ years Filed as: KAUFMANN & GOBLE ASSOCIATES Service code 11 · EIN 94-2614826 | Actuarial | $39,500 |
THE BANK OF NEW YORK MELLON6+ years Filed as: U.S. BANK Service code 19 · EIN 31-8041368 | Securities Custodian | $22,739 |
Filed as: VOYA INVESTMENT MANAGEMENT Service code 28 · EIN 06-1440627 | Investment Management | $21,447 |
HEATHER ROMERI5 years Filed as: HEATHER CLANTON Service code 10 2364 BECKETT DRIVE · EL DORADO, CA 95762 | Accounting | $17,550 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 10.65% | 6.41%+4.2pp | 8.01%+2.6pp | 11.45%-0.8pp |
| Employer contribution / active EE | $21,926 | $11,592+89.1% | $29,475-25.6% | $17,219+27.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |