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 |
|---|---|---|
PINEBRIDGE STRUCTURED1+ years Filed as: PINEBRIDGE INVESTMENTS LLC Service code 51 · EIN 06-1078320 | Investment Mgmt Fees | $11,848,777 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $2,426,029 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $2,115,642 |
BLACKROCK1+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $946,488 |
ARROWSTREET CAPITAL1+ years Filed as: ARROWSTREET CAPITAL, LP Service code 28 · EIN 04-3472863 | Investment Management | $493,672 |
Service code 51 · EIN 20-3313013 | Investment Mgmt Fees | $280,149 |
PRICEWATERHOUSECOOPERS LLP1+ years Service code 10 · EIN 13-4008324 | Accounting | $220,850 |
AON CONSULTING1+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Pension Consulting | $180,000 |
COASTLAND RELATIVE VALUE FUND1+ years Service code 51 601 GATEWAY BLVD · SOUTH SAN FRANCISCO, CA 94080 | Investment Mgmt Fees | $154,101 |
CORTEC GROUP FUND IV, LP1+ years Service code 51 · EIN 77-0653252 | Investment Mgmt Fees | $154,032 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $846,462-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 9.2%-9.2pp |
| Annual return | -1.82% | 3.03%-4.9pp | -0.81%-1.0pp | -0.08%-1.7pp |
| Employer contribution / active EE | $0 | $7,443-100.0% | $38,425-100.0% | $7,991-100.0% |
| Participant deferral / active EE | $0 | $0 | $315-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $15,697-100.0% | $275-100.0% |