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 |
|---|---|---|
Filed as: ENTRUSTPERMAL PARTNERS OFFSHORE LP Service code 28 · EIN 90-0644478 | Investment Management | $157,696 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1928058 | Actuarial | $80,432 |
REID & RIEGE, P.C.1 year Filed as: REID & RIEGE P.C. Service code 29 · EIN 06-0867204 | Legal | $65,543 |
LAZARD ASSET MANAGEMENT3+ years Service code 28 · EIN 05-0530199 | Investment Management | $53,787 |
NEPC, LLC3+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $50,000 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $48,562 |
Filed as: INTERCONTINENTAL R/E CORP. Service code 28 · EIN 04-2895544 | Investment Management | $45,561 |
EMPLOYEE K1 year Filed as: EMPLOYEE Y Service code 30 · EIN 06-6077019 | Employee (plan); Direct payment from ... | $43,353 |
Filed as: PUTNAM INVESTMENTS Service code 28 · EIN 04-2777224 | Investment Management | $30,886 |
EMPLOYEE K1 year Filed as: EMPLOYEE W Service code 30 · EIN 06-6077019 | Employee (plan); Direct payment from ... | $30,477 |
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 | $61,831-100.0% | $245,396-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 1.8%-1.8pp |
| Annual return | 6.01% | 4.25%+1.8pp | -752.26%+758.3pp | 0.19%+5.8pp |
| Employer contribution / active EE | $20,963 | $11,906+76.1% | $31,802-34.1% | $13,763+52.3% |
| Participant deferral / active EE | $0 | $1,467-100.0% | $47-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $593-100.0% | $1,223-100.0% | $426-100.0% |