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 14 · EIN 33-0988122 | Plan Administrator | $77,700 |
CITIZENS BANK5 years Filed as: CITIZENS BUSINESS BANK Service code 28 · EIN 95-6806148 | Investment Management | $73,012 |
NWPS1 year Service code 11 · EIN 04-3721424 | Actuarial | $33,000 |
KRAW LAW GROUP6 years Service code 29 · EIN 32-0465891 | Legal | $26,255 |
Service code 10 · EIN 54-2189926 | Accounting | $24,000 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | - |
| Annual return | 4.21% | 65.56%-61.4pp | 37.43%-33.2pp | - |
| Employer contribution / active EE | $0 | $14,759-100.0% | $38,058-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $121-100.0% | - |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |