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 |
|---|---|---|
Filed as: PYRAMIS GLOBAL ADVISORS Service code 28 · EIN 20-4659714 | Investment Management | $238,348 |
FID INV INST OPS CO1+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $38,351 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $15,191 |
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 | $50,327-100.0% | $313,292-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 35.7%-35.7pp | 15.7%-15.7pp |
| Annual return | -2.50% | -2.27%-0.2pp | -2.79%+0.3pp | -7.14%+4.6pp |
| Employer contribution / active EE | $52,219 | $13,002+301.6% | $39,327+32.8% | $14,613+257.3% |
| Participant deferral / active EE | $0 | $0 | $351-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $1,121-100.0% | $15,115-100.0% | $1,191-100.0% |