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 |
|---|---|---|
RYAN LABS ASSET MANAGEMENT6+ years Filed as: RYAN LABS INVESTMENTS Service code 27 · EIN 13-3451974 500 FIFTH AVENUE · NEW YORK, NY 10110 | Advisory (Plan) | $69,160 |
MERCER6+ years Service code 11 · EIN 13-2834414 70 LINDEN OAKS, SUITE 310 · ROCHESTER, NY 14625 | Actuarial | $38,176 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 50 SOUTH LASALLE ST · CHICAGO, IL 60603 | Bank Trustee | $6,643 |
ATLANTA CAPITAL MANAGEMENT3 years Filed as: THE ATLANTA CONSULTING GROUP Service code 27 · EIN 64-0474907 309 EAST PACES FERRY, SUITE 600 · ATLANTA, GA 30305 | Advisory (Plan) | $5,715 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 8.04% | 9.03%-1.0pp | 90.60%-82.6pp | 627.08%-619.0pp |
| Employer contribution / active EE | $3,527 | $13,843-74.5% | $32,727-89.2% | $18,824-81.3% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |