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 |
|---|---|---|
MILLER RUSSELL ASSOCIATES4+ years Filed as: MILLER RUSSELL & ASSOCIATES Service code 51 · EIN 86-0679109 | Investment Mgmt Fees | $39,703 |
SELTZER CAPTAIN MCMOHAN VITEK4+ years Service code 29 · EIN 95-2665305 | Legal | $24,570 |
REID, SAHM, ISAACS & SCHMELZLEN4+ years Service code 10 · EIN 33-0525120 | Accounting | $10,500 |
TRI-AD ACTUARIES, INC.4+ years Service code 11 · EIN 95-2887986 | Actuarial | $6,948 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,244-100.0% | $179,713-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 2.8%-2.8pp | 31.2%-31.2pp | 2.8%-2.8pp |
| Annual return | 0.84% | 12.99%-12.1pp | 8.22%-7.4pp | 16.32%-15.5pp |
| Employer contribution / active EE | $7,154 | $9,929-28.0% | $46,636-84.7% | $17,007-57.9% |
| Participant deferral / active EE | $0 | $406-100.0% | $1,719-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $1,392-100.0% | $127-100.0% |