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 |
|---|---|---|
Service code 49 · EIN 16-0821557 | Other Services | $267,317 |
AMERICAN REALTY ADVISORS6 years Service code 28 801 NORTH BRAND BOULEVARD SUITE 800 · GLENDALE, CA 91203 | Investment Management | $241,277 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY SMITH BARNEY, LLC Service code 18 · EIN 36-3145972 | Custodial (other than securities); In... | $168,301 |
MANNING & NAPIER7+ years Service code 21 · EIN 16-0995736 | Bank Trustee | $166,198 |
GCM GROSVENOR4 years Service code 28 900 NORTH MICHIGAN AVENUE SUITE 110 · CHICAGO, IL 60611 | Investment Management | $94,148 |
SEG PARTNERS II, L.P.2 years Filed as: SEG PARTNERS LTD. Service code 28 · EIN 02-1181229 | Investment Management | $72,385 |
O'SULLIVAN ASSOCIATES2 years Service code 17 1236 BRACE ROAD, UNIT E · CHERRY HILL, NJ 08034 | Pension Consulting | $45,400 |
Service code 28 120 N LASALLE STREET, 1510 · CHICAGO, IL 10104 | Investment Management | $43,860 |
Filed as: REINHART PARTNERS Service code 28 1500 WEST MARKET STREET · MEQUON, WI 53092 | Investment Management | $41,880 |
Filed as: WALTER SCOTT & PARTNERS Service code 28 | Investment Management | $36,881 |
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -9.61% | -8.26%-1.4pp | -5.84%-3.8pp | 2.77%-12.4pp |
| Employer contribution / active EE | $7,350 | $12,543-41.4% | $31,839-76.9% | $15,262-51.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |