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 |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT2+ years Service code 28 4720 IDS TOWER, 80 SOUTH EIGTH STRE · MINNEAPOLIS, MN 55402 | Investment Management | $289,449 |
Filed as: KARPUS INVESTMENT MGMT Service code 28 · EIN 16-1290558 | Investment Management | $282,321 |
MANNING & NAPIER2+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995763 | Investment Management | $235,575 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 28 · EIN 94-1687665 | Investment Management | $214,642 |
Filed as: U.A. LOCAL 13 EMPLOYERS GRP INS FD Service code 49 · EIN 16-0766976 | Other Services | $129,421 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 100 MERIDIAN CENTRE BLVD, SUITE 100 · ROCHESTER, NY 14618 | Actuarial | $39,242 |
THE SEGAL COMPANY2+ years Filed as: SEGAL ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $38,250 |
MICHAEL F. YATES & COMPANY, INC.2+ years Filed as: MICHAEL TOBIN, ATTY Service code 29 · EIN 16-1523639 | Legal | $30,686 |
BONADIO & CO., LLP2+ years Service code 10 · EIN 16-1131146 | Accounting | $28,310 |
U.A. LOCAL 13 BUILDING, INC.2+ years Service code 49 · EIN 23-7358299 | Other Services | $20,000 |
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 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 4.66% | 5.13%-0.5pp | 4.74%-0.1pp | 7.18%-2.5pp |
| Employer contribution / active EE | $21,000 | $14,689+43.0% | $36,089-41.8% | $13,095+60.4% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |