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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $131,374 |
CLEARVIEW GROUP10+ years Filed as: CLEARVIEW INVESTMENT RESEARCH Service code 27 200 GLENRIDGE POINT PARKWAY · ATLANTA, GA 30342 | Advisory (Plan) | $34,211 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK Service code 25 · EIN 04-1867445 | Directed Trustee | $24,460 |
NRS7 years Service code 64 · EIN 80-5140646 | Recordkeeping Fees | $19,171 |
GREERWALKER LLP8 years Service code 10 · EIN 56-1434747 | Accounting | $17,150 |
STATE STREET GLOBAL ADVISORS8 years Service code 18 · EIN 81-4017137 | Investment management fees paid direc... | $13,481 |
KEYBANK NATIONAL ASSOCIATION8 years Service code 59 · EIN 34-1974252 | Shareholder Servicing | $8,422 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $0 | $138,807-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 3.04% | 10.71%-7.7pp | 8.39%-5.4pp | 10.71%-7.7pp |
| Employer contribution / active EE | $13,172 | $14,986-12.1% | $20,497-35.7% | $14,986-12.1% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $16-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |