See peer percentile detail. $4.99 for your first month.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION9+ years Service code 14 · EIN 13-2501278 1200 WILSHIRE BLVD · LOS ANGELES, CA 900171906 | Plan Administrator | $59,611 |
VERUS6 years Service code 27 · EIN 91-1320111 800 FIFTH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $32,500 |
Service code 11 · EIN 31-1582098 75 SECOND AVENUE · NEEDHAM, MA 02494 | Actuarial | $18,800 |
DAVID BRODY & CO.9+ years Service code 10 · EIN 95-4778275 17785 CENTER COURT DRIVE · CERRITOS, CA 90703 | Accounting | $13,050 |
US BANK9+ years Service code 19 · EIN 31-0841368 221 FIGUEROA STREET · LOS ANGELES, CA 90012 | Securities Custodian | $10,553 |
Filed as: SCHWARTZ, STEINSAPIR, DOHRMANN & SO Service code 29 · EIN 95-2077781 6300 WILSHIRE BLVD · LOS ANGELES, CA 90048 | Legal | $7,324 |
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 | $151,373-100.0% | $80,293-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | - |
| Annual return | 6.22% | 94.64%-88.4pp | 15.31%-9.1pp | - |
| Employer contribution / active EE | $0 | $22,052-100.0% | $28,686-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $126-100.0% | - |
| Admin fee / account holder | $0 | $3,060-100.0% | $456-100.0% | - |