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 |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 27 · EIN 04-3515240 | Advisory (Plan) | $3,684,427 |
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $1,878,399 |
AMERICAN REALTY ADVISORS1 year Filed as: LEGAL & GNRL INVT MGMT AMERICAN INC Service code 28 · EIN 20-8058531 | Investment Management | $1,548,984 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $1,327,137 |
Service code 28 · EIN 20-8262386 | Investment Management | $833,234 |
ARROWSTREET CAPITAL4+ years Filed as: ARROWSTREET CAPITAL, LP Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $624,349 |
Filed as: INCOME RESEARCH + MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $564,917 |
Filed as: PRICE WATERHOUSE COOPERS LLP Service code 10 · EIN 13-4008324 | Accounting | $273,866 |
Service code 51 · EIN 72-1616675 | Investment Mgmt Fees | $259,431 |
AON CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 17 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Pension Consulting | $248,475 |
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 5 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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -4.62% | -4.58%0pp | -2.18%-2.4pp | -1.95%-2.7pp |
| Employer contribution / active EE | $11,355 | $6,699+69.5% | $38,751-70.7% | $9,243+22.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |