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 19 · EIN 86-1529826 11100 SANTA MONICA BLVD, SUITE 2000 · LOS ANGELES, CA 90025 | Securities Custodian | $1,012,815 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 19 · EIN 34-1922005 1301 E 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Securities Custodian | $316,622 |
COLUMBIA4 years Filed as: COLUMBIA MGMT INVEST ADVISERS, LLC Service code 28 · EIN 41-1533211 901 3RD AVE S · MINNEAPOLIS, MN 55402 | Investment Management | $232,638 |
LORD ABBETT10+ years Filed as: LORD ABBETT & CO. LLC Service code 28 · EIN 13-5620131 30 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $111,945 |
EATON VANCE3 years Service code 28 · EIN 11-3658445 ONE POST OFFICE SQUARE, SUITE 1600 · BOSTON, MA 02109 | Investment Management | $107,189 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 19 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Securities Custodian | $106,794 |
ANNALISA DEFALCO10+ years Service code 14 · EIN 11-1970385 681 FULTON AVENUE · HEMPSTEAD, NY 11550 | Plan Administrator | $98,446 |
AMERICAN FUNDS4 years Filed as: CRESCENT CAPITAL GROUP LP Service code 19 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Securities Custodian | $94,987 |
THE BANK OF NEW YORK MELLON10+ years Service code 19 · EIN 13-5160382 201 WASHINGTON STREET, 15TH FLOOR · BOSTON, MA 02108 | Securities Custodian | $83,423 |
BARNES, IACCARINO & SHEPHERD LLP10+ years Service code 29 · EIN 26-3858697 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $81,850 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.58% | 10.50%-0.9pp | 9.65%-0.1pp | 9.22%+0.4pp |
| Employer contribution / active EE | $23,414 | $14,720+59.1% | $26,259-10.8% | $13,567+72.6% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |