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 |
|---|---|---|
SAVASTA AND COMPANY, INC.2+ years Service code 11 · EIN 13-3879959 | Actuarial | $647,422 |
COLUMBIA2+ years Filed as: COLUMBIA MANAGEMENT Service code 28 · EIN 41-1533211 | Investment Management | $315,276 |
PGIM INVESTMENTS2+ years Filed as: JENNISON ASSOCIATES Service code 28 · EIN 52-2069785 | Investment Management | $303,405 |
BERNZOTT CAPITAL ADVISORS2+ years Service code 28 · EIN 77-0464710 | Investment Management | $195,240 |
QUANTITATIVE PROCESS, LLC2+ years Filed as: QUANTITATIVE MANAGEMENT Service code 28 · EIN 22-1211670 | Investment Management | $131,265 |
QUAN-VEST CONSULTANTS, INC.2+ years Filed as: QUAN-VEST CONSULTANTS Service code 28 · EIN 11-2559669 | Investment Management | $100,000 |
STACEY BRAUN ASSOCIATES, INC.2+ years Filed as: STACEY BRAUN Service code 28 · EIN 13-2889432 | Investment Management | $59,999 |
WESTERN ASSET MANAGEMENT COMPANY2+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $59,416 |
CALIBRE CPA GROUP PLLC1 year Service code 10 · EIN 47-0900880 | Accounting | $52,471 |
CARY KANE LLP2+ years Filed as: CARY KANE, LLP Service code 29 · EIN 20-1942442 | Legal | $50,128 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 12.46% | 16.52%-4.1pp | 14.20%-1.7pp | 17.84%-5.4pp |
| Employer contribution / active EE | $13,459 | $13,798-2.5% | $27,968-51.9% | $14,688-8.4% |
| Participant deferral / active EE | $0 | $43-100.0% | $576-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |