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 |
|---|---|---|
BENESYS, INC.2 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $233,236 |
ALAN BILLER & ASSOCIATES2 years Filed as: ALAN BILLER AND ASSOCIATES, INC Service code 27 · EIN 94-2854958 | Advisory (Plan) | $193,309 |
THE SEGAL COMPANY2 years Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 11 · EIN 94-1503999 | Actuarial | $158,129 |
TRUCKER HUSS10+ years Filed as: TRUCKER HUSS, APC Service code 29 · EIN 94-3216063 | Legal | $78,322 |
SALTZMAN & JOHNSON2 years Filed as: SALTZMAN & JOHNSON LAW CORPORATION Service code 29 · EIN 94-2376174 | Legal | $76,769 |
WITHUMSMITH+BROWN, PC3 years Service code 10 · EIN 22-2027092 | Accounting | $57,348 |
Filed as: U.S. BANK Service code 19 · EIN 31-0841368 | Securities Custodian | $45,826 |
BLACKROCK9 years Filed as: BLACKROCK INSTITUTIONAL TRUST, N.A. Service code 21 · EIN 94-3112180 | Bank Trustee | $15,598 |
IRON MOUNTAIN2 years Filed as: IRON MOUNTAIN, INC. Service code 49 · EIN 23-2588479 | Other Services | $14,326 |
COMERICA BANK5 years Service code 19 · EIN 94-6129501 | Securities Custodian | $11,965 |
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 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 19.2%-19.2pp | 12.3%-12.3pp | 17.1%-17.1pp |
| Annual return | 11.23% | 8.98%+2.3pp | 52.39%-41.2pp | 9.82%+1.4pp |
| Employer contribution / active EE | $3,292 | $17,759-81.5% | $23,486-86.0% | $13,587-75.8% |
| Participant deferral / active EE | $0 | $27-100.0% | $224-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |