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 3-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 |
|---|---|---|
PENSION ASSURANCE LLP3+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 · EIN 52-1042410 P.O. BOX 77000 · DETROIT, MI 482770430 | Other Fees | $60,944 |
Filed as: CBIZ ACI Service code 11 · EIN 31-1582098 2377 CRENSHAW BOULEVARD, STE 350 · TORRANCE, CA 90501 | Actuarial | $31,620 |
Filed as: CITY NATIONAL BANK Service code 25 · EIN 95-1780067 555 SOUTH FLOWER ST, 11TH FLOOR · LOS ANGELES, CA 90071 | Directed Trustee | $7,786 |
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 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 | $160,548-100.0% | $145,218-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 23.9%-23.9pp | 20.5%-20.5pp | 46.4%-46.4pp |
| Annual return | -3.15% | -0.62%-2.5pp | -0.67%-2.5pp | -82.66%+79.5pp |
| Employer contribution / active EE | $6,250 | $37,810-83.5% | $31,731-80.3% | $43,769-85.7% |
| Participant deferral / active EE | $0 | $456-100.0% | $473-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $36,086-100.0% | $28,383-100.0% | $11,204-100.0% |