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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP10+ years Service code 11 · EIN 13-4008324 | Actuarial | $287,540 |
NEW ENGLAND PENSION CONSULTANTS10+ years Service code 28 · EIN 04-2927339 | Investment Management | $123,116 |
JOHNSTON ASSET MANAGEMENT10+ years Filed as: JOHNSTON INTERNATIONAL EQUITY Service code 28 · EIN 26-6493485 | Investment Management | $119,667 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $52,203 |
BLACKROCK4 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $47,039 |
Filed as: COLCHESTER Service code 27 · EIN 26-3891733 | Advisory (Plan) | $37,210 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $35,437 |
EISNERAMPER LLP10+ years Service code 10 · EIN 87-1363769 | Accounting | $31,500 |
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% | $308,621-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 2.1%-2.1pp |
| Annual return | 4.93% | 6.37%-1.4pp | 8.06%-3.1pp | 7.65%-2.7pp |
| Employer contribution / active EE | $38,760 | $48,945-20.8% | $42,627-9.1% | $20,599+88.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $71-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,774-100.0% | $193-100.0% |