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 |
|---|---|---|
BMO HARRIS BANK NA4+ years Filed as: BMO ASSET MANAGEMENT Service code 28 115 S. LASALLE, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $321,315 |
RBC GLOBAL ASSET MANAGEMENT4+ years Service code 28 · EIN 41-1460668 | Investment Management | $219,609 |
AMERICAN FUNDS3 years Filed as: CRESCENT CAPITAL Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $105,102 |
AMERICAN REALTY ADVISORS4+ years Filed as: MACKAY SHIELDS Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $104,653 |
COHEN & STEERS1 year Filed as: COHEN WEISS AND SIMON LLP Service code 29 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $104,582 |
PROSKAUER ROSE LLP2 years Service code 29 · EIN 13-1840454 | Legal | $94,745 |
WILMINGTON TRUST3 years Filed as: WILMINGTON TRUST, NA Service code 27 · EIN 16-1486454 | Advisory (Plan) | $82,919 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $70,894 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $62,400 |
FITZSIMMONS ABRAMS, LLP4+ years Service code 10 · EIN 13-2858927 | Accounting | $52,306 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -2.95% | -0.94%-2.0pp | -2.18%-0.8pp | 33.37%-36.3pp |
| Employer contribution / active EE | $9,187 | $12,464-26.3% | $38,751-76.3% | $11,253-18.4% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |