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 |
|---|---|---|
PANAGORA ASSET MANAGEMENT11+ years Service code 28 · EIN 04-3063840 | Investment Management | $126,145 |
THE BANK OF NEW YORK MELLON11+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $115,604 |
PRUDENTIAL RETIREMENT INSURANCE AND11+ years Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $98,439 |
Filed as: KEYSTONE 74 BENEFITS & ADMINISTRATI Service code 11 · EIN 99-2136324 | Actuarial | $94,125 |
LSV ASSET MANAGEMENT11+ years Service code 28 · EIN 23-2772200 | Investment Management | $67,908 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $67,333 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $63,350 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS LLC Service code 28 · EIN 52-6435649 | Investment Management | $59,281 |
SCHULTHEIS & PANETTIERI, LLP11+ years Service code 10 · EIN 13-1577780 | Accounting | $46,900 |
ARCHER, BYINGTON, GLENNON & LEVINE11+ years Service code 29 · EIN 26-0873462 | Legal | $27,150 |
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 | 11.97% | 10.50%+1.5pp | 9.65%+2.3pp | 9.22%+2.7pp |
| Employer contribution / active EE | $11,945 | $14,720-18.9% | $26,259-54.5% | $13,567-12.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |