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 |
|---|---|---|
Filed as: ROCHESTER WELFARE FUND Service code 40 · EIN 16-0821557 | Direct payment from the plan; Foreign... | $127,957 |
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN CORE REALTY FUND Service code 28 515 S. FLOWER STREET, 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $64,320 |
MANNING & NAPIER5+ years Service code 28 · EIN 16-0995736 | Investment Management | $50,406 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 18 · EIN 26-4310632 | Custodial (other than securities); Di... | $46,548 |
Filed as: KARPUS Service code 28 · EIN 16-1290558 | Investment Management | $32,867 |
BLITMAN & KING2 years Service code 29 · EIN 16-1047304 | Legal | $29,317 |
BONADIO & CO., LLP2 years Service code 10 · EIN 16-1131146 | Accounting | $22,295 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $20,500 |
Service code 28 · EIN 26-4310632 120 N LASALLE STREET, 1510 · CHICAGO, IL 60602 | Investment Management | $13,124 |
Filed as: TREVETT CRISTO SALZER & ANDOLINA Service code 29 · EIN 16-1278314 | Legal | $5,876 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,724 | $66,051-48.9% | $92,893-63.7% | $77,787-56.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 16.48% | 20.69%-4.2pp | 109.41%-92.9pp | 32.57%-16.1pp |
| Employer contribution / active EE | $1,635 | $3,426-52.3% | $3,653-55.2% | $2,504-34.7% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $232 | $148+57.2% | $5,794-96.0% | $100+132.2% |