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 |
|---|---|---|
GREAT LAKES ADVISORS, LLC5 years Service code 28 · EIN 80-0292839 | Investment Management | $307,275 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $207,681 |
GROOM LAW GROUP2 years Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $178,409 |
KENNETH RYAN7 years Filed as: KENNETH CARR Service code 30 · EIN 13-6043977 | Employee (plan); Direct payment from ... | $100,479 |
Filed as: FIDELITY INSTITUTIONAL ASSET MGMT. Service code 28 · EIN 04-3532603 | Investment Management | $99,869 |
GIANCARLO PREZIOSO10+ years Service code 30 · EIN 13-6043977 | Direct payment from the plan; Employe... | $93,095 |
AMALGAMATED BANK4 years Service code 19 · EIN 13-4920330 | Securities Custodian | $90,111 |
FIRST ACTUARIAL CONSULTING, INC.10+ years Service code 11 · EIN 26-3842522 | Actuarial | $87,769 |
Filed as: VILLANOVA INVESTMENT MANAGEMENT COM Service code 28 · EIN 81-2973809 | Investment Management | $87,574 |
NEPC, LLC9 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $85,356 |
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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 17.1%-17.1pp |
| Annual return | 5.86% | 8.91%-3.0pp | 16.77%-10.9pp | 9.82%-4.0pp |
| Employer contribution / active EE | $39,659 | $19,417+104.3% | $28,306+40.1% | $13,587+191.9% |
| Participant deferral / active EE | $0 | $0 | $40-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |