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 |
|---|---|---|
BOSTON PARTNERS8 years Service code 28 · EIN 98-0202744 1 BEACON STREET · BOSTON, MA 02018 | Investment Management | $121,917 |
LORD ABBETT1 year Filed as: LORD ABBETT & CO Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $77,183 |
WILLMINGTON TRUST5 years Service code 19 · EIN 81-4430771 | Securities Custodian | $74,017 |
BOLTON PARTNERS, INC.7 years Filed as: BOLTON PARTNERS NORTHEAST INC. Service code 11 · EIN 22-3502478 9000 MIDLANTIC DRIVE, SUITE 100 · MOUNT LAUREL, NJ 08054 | Actuarial | $43,500 |
GLOBAL TRUST COMPANY6 years Service code 28 · EIN 26-3761443 12 GILL STREET, SUITE 2600 · WOBURN, MA 01801 | Investment Management | $39,738 |
MSPC4 years Filed as: MSPC CERTIFIED PUBLIC ACCOUNTANTS & Service code 10 · EIN 22-2951202 | Accounting | $31,100 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5694085 26 CENTURY HILL DRIVE · LATHAM, NY 12110 | Investment Management | $24,500 |
Service code 29 · EIN 11-2450206 3 SURREY LANE · HEMPSTEAD, NY 11550 | Legal | $17,110 |
SUMMIT ACTUARIAL SERVICE7 years Filed as: SUMMIT ACTUARIAL SERVICE LLC Service code 16 · EIN 77-0645890 11 RACQUET ROAD · NEWBURGH, NY 12550 | Consulting | $15,750 |
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 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | 16.41% | 11.01%+5.4pp | 8.09%+8.3pp | 7.65%+8.8pp |
| Employer contribution / active EE | $24,060 | $13,413+79.4% | $28,674-16.1% | $20,599+16.8% |
| Participant deferral / active EE | $0 | $0 | $10-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |