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 |
|---|---|---|
JOINT INDUSTRY BOARD1+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $505,722 |
SMITH GRAHAM1+ years Filed as: SMITH GRAHAM & CO INV. ADV., LP Service code 28 · EIN 76-0301817 | Investment Management | $224,672 |
COHEN & STEERS1+ years Filed as: COHEN WEISS AND SIMON Service code 29 · EIN 13-1592323 | Legal | $158,849 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $94,619 |
SCHRODER INVESTMENT MANAGEMENT1+ years Filed as: SCHRODER INVESTMENT MGMT. N.A. Service code 28 · EIN 13-4064414 | Investment Management | $59,040 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: DEUTSCHE BANK Service code 18 · EIN 13-6065488 | Custodial (other than securities); Di... | $16,428 |
Filed as: ALLIANT INSURANCE SERVICES INC. Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $15,370 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 18 · EIN 04-1867445 | Custodial (securities); Investment ma... | $4,218 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,096,330-100.0% | $313,292-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | 6.27% | 1.67%+4.6pp | -2.79%+9.1pp | 1.67%+4.6pp |
| Employer contribution / active EE | $2,210 | $10,506-79.0% | $39,327-94.4% | $10,506-79.0% |
| Participant deferral / active EE | $0 | $1,562-100.0% | $351-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $15,115-100.0% | $66,276-100.0% |