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 BOARD10+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $1,013,630 |
DANA INVESTMENT ADVISORS1 year Filed as: DANA INVESTMENT ADVISORS INC Service code 28 · EIN 39-1512278 | Investment Management | $137,204 |
Filed as: STATE STREET BANK AND TRUST CO Service code 28 · EIN 04-1867445 | Investment Management | $118,756 |
SMITH GRAHAM1 year Filed as: SMITH, GRAHAM & CO. INVESTMENT ADV Service code 28 · EIN 76-0301817 | Investment Management | $97,826 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $96,340 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $53,458 |
COHEN & STEERS5 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $34,261 |
Filed as: SCHRODER INVESTMENT MANAGEMENT N.A. Service code 28 · EIN 13-4064414 | Investment Management | $31,535 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: DEUTSCHE BANK Service code 18 · EIN 13-6065488 | Direct payment from the plan; Custodi... | $21,992 |
Filed as: H & H GRAPHIC PRINTING Service code 36 · EIN 27-0775121 | Copying and duplicating; Direct payme... | $13,481 |
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.
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 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 7.96% | 9.30%-1.3pp | 8.57%-0.6pp | 9.30%-1.3pp |
| Employer contribution / active EE | $4,486 | $12,557-64.3% | $33,010-86.4% | $12,557-64.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $8-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |