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 |
|---|---|---|
MILLIMAN, INC.3+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $187,905 |
Service code 28 · EIN 20-0626809 | Investment Management | $139,464 |
Service code 28 · EIN 47-4122178 | Investment Management | $136,449 |
Filed as: CONSEQUENT CAPITAL MANAGEMENT LLC Service code 27 350 HUDSON STREET, STE 300 · NEW YORK, NY 10014 | Advisory (Plan) | $133,842 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $109,394 |
PRECIOSA LAVRADOR3+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $104,171 |
BARBARA GILL3+ years Filed as: BARBARA SMALL Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $87,477 |
Filed as: HARDMAN JOHNSTON GLOBAL ADVISORS LL Service code 28 · EIN 13-3257590 | Investment Management | $81,347 |
OXFELD COHEN PC1 year Service code 29 · EIN 01-0725849 | Legal | $76,697 |
JERRY VITA3+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $76,249 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 9.99% | 12.92%-2.9pp | 10.36%-0.4pp | 17.84%-7.9pp |
| Employer contribution / active EE | $2,726 | $14,070-80.6% | $37,738-92.8% | $14,688-81.4% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |