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 |
|---|---|---|
Service code 51 · EIN 26-0058143 | Investment Mgmt Fees | $41,935 |
TRI-AD ACTUARIES, INC.1 year Filed as: TRI-AD ACTUARIES, INC Service code 11 · EIN 95-2887986 | Actuarial | $19,215 |
SELTZER CAPTAIN MCMOHAN VITEK9+ years Service code 29 · EIN 95-2665305 | Legal | $5,518 |
MOSS ADAMS LLP4 years Service code 29 · EIN 91-0189318 | Legal | $3,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,520-100.0% | $157,677-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 2.1%-2.1pp |
| Annual return | 8.02% | 5.59%+2.4pp | 8.39%-0.4pp | 7.65%+0.4pp |
| Employer contribution / active EE | $6,888 | $10,158-32.2% | $41,487-83.4% | $20,599-66.6% |
| Participant deferral / active EE | $0 | $222-100.0% | $40-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $3,303-100.0% | $193-100.0% |