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 |
|---|---|---|
MERCER2+ years Service code 16 · EIN 13-2834414 6 PPG PLACE SUITE 400 · PITTSBURGH, PA 15222 | Consulting | $119,488 |
Filed as: MORGAN STANLEY INVESTMENT Service code 28 · EIN 13-3040307 | Investment Management | $84,270 |
Filed as: TOWERS WATSON DELAWARE INC Service code 16 · EIN 53-0181291 | Consulting | $59,516 |
MORNEAU SHEPELL2+ years Service code 65 · EIN 52-1883918 | Account Maintenance | $28,666 |
CALIBRE CPA GROUP PLLC2+ years Service code 16 · EIN 47-0900880 7501 WISCONSIN AVENUE SUITE 1200 · WEST BETHESDA, MD 20814 | Consulting | $14,300 |
Service code 21 · EIN 13-5160382 | Bank Trustee | $13,414 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 8.99% | 12.52%-3.5pp | 9.39%-0.4pp | 23.90%-14.9pp |
| Employer contribution / active EE | $12,013 | $13,977-14.1% | $33,466-64.1% | $16,539-27.4% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |