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.4+ years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $317,507 |
Service code 28 · EIN 20-0626809 | Investment Management | $140,010 |
Service code 28 · EIN 47-4122178 | Investment Management | $138,191 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $125,368 |
NEPC, LLC1 year Service code 28 · EIN 26-1429809 | Investment Management | $123,375 |
PRECIOSA LAVRADOR4+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $105,022 |
Service code 28 · EIN 13-3863161 | Investment Management | $97,043 |
OXFELD COHEN PC2 years Service code 29 · EIN 01-0725849 | Legal | $92,121 |
BARBARA GILL4+ years Filed as: BARBARA SMALL Service code 30 · EIN 22-3095464 | Direct payment from the plan; Employe... | $85,339 |
JERRY VITA4+ years Service code 30 · EIN 22-3095464 | Employee (plan); Direct payment from ... | $79,859 |
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.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -5.24% | -0.94%-4.3pp | -2.18%-3.1pp | 33.37%-38.6pp |
| Employer contribution / active EE | $2,906 | $12,464-76.7% | $38,751-92.5% | $11,253-74.2% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |