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 |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Service code 28 801 NORTH BRAND BOULEVARD SUITE 800 · GLENDALE, CA 91203 | Investment Management | $325,051 |
Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 18 · EIN 36-3145972 | Custodial (other than securities); In... | $211,122 |
THE SEGAL COMPANY3+ years Filed as: SEGAL CO Service code 19 · EIN 13-1835864 | Securities Custodian | $176,617 |
Service code 49 · EIN 16-0821557 | Other Services | $164,370 |
GCM GROSVENOR1 year Filed as: GCM CUSTOMIZED FUND INVESTMENT GRP Service code 28 900 NORTH MICHIGAN AVENUE, SUITE 11 · CHICAGO, IL 60611 | Investment Management | $100,000 |
BLITMAN & KING2 years Filed as: BLITMAN & KING LLP Service code 29 · EIN 16-1047304 | Legal | $84,992 |
Filed as: KARPUS INVESTMENT Service code 21 · EIN 16-1290558 | Bank Trustee | $78,376 |
INVESCO2 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 84-0591534 | Investment Management | $65,958 |
MANNING & NAPIER3+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $63,517 |
THE SEGAL COMPANY3+ years Filed as: SEGAL ADVISORS Service code 11 · EIN 13-2646110 | Actuarial | $57,446 |
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -0.54% | -1.12%+0.6pp | -2.18%+1.6pp | 0.19%-0.7pp |
| Employer contribution / active EE | $6,952 | $12,052-42.3% | $38,751-82.1% | $13,763-49.5% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |