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 LLP6+ years Service code 11 · EIN 13-4008324 | Actuarial | $204,150 |
NEW ENGLAND PENSION CONSULTANTS6+ years Service code 28 · EIN 04-2927339 | Investment Management | $195,980 |
JOHNSTON ASSET MANAGEMENT6+ years Filed as: JOHNSTON INTERNATIONAL EQUITY Service code 28 · EIN 26-6493485 | Investment Management | $136,580 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $66,746 |
Filed as: COLCHESTER Service code 27 · EIN 26-3891733 | Advisory (Plan) | $59,592 |
BLACKROCK3 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $54,517 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $34,138 |
EISNERAMPER LLP6+ years Service code 10 · EIN 13-1639826 | Accounting | $23,000 |
Service code 28 · EIN 84-1804731 | Investment Management | $18,680 |
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 04-0025081 | Investment Management | $10,000 |
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 1 reportable transaction. $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 16.08% | 11.57%+4.5pp | 380.66%-364.6pp | 11.45%+4.6pp |
| Employer contribution / active EE | $60,228 | $36,657+64.3% | $45,083+33.6% | $17,219+249.8% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |