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 |
|---|---|---|
ENTRUST PARTNERS OFFSHORE LP3+ years Service code 28 · EIN 90-0644478 | Investment Management | $330,966 |
LSV ASSET MANAGEMENT3+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $300,416 |
ALTA CAPITAL MANAGEMENT3+ years Service code 28 · EIN 77-0650218 | Investment Management | $182,015 |
AMERICAN FUNDS3+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $142,002 |
Filed as: INTERCONTINENTAL Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $138,263 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $118,306 |
FIRST ACTUARIAL CONSULTING, INC.3+ years Service code 11 · EIN 26-3842522 | Actuarial | $112,727 |
SLEVIN & HART, P.C.3+ years Service code 29 · EIN 52-1708613 | Legal | $81,120 |
NEPC, LLC2 years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $69,000 |
BAIRD FUNDS3+ years Filed as: ROBERT SOEHL Service code 30 · EIN 13-6043977 | Direct payment from the plan; Employe... | $57,907 |
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 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | 7.43% | -1.43%+8.9pp | -0.70%+8.1pp | -0.69%+8.1pp |
| Employer contribution / active EE | $19,819 | $25,105-21.1% | $28,903-31.4% | $16,786+18.1% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |