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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $2,462,514 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $588,919 |
Filed as: BAIRD ADVISORS Service code 28 · EIN 39-6037917 | Investment Management | $515,825 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT, IN Service code 28 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Management | $297,965 |
THE SEGAL COMPANY2 years Filed as: SEGAL Service code 11 · EIN 13-1835864 | Actuarial | $244,985 |
Filed as: PRINCIPAL CORE PLUS BOND Service code 28 · EIN 42-0127290 | Investment Management | $230,152 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $229,062 |
Filed as: PRINCIPAL GLOBAL INVESTORS, LLC Service code 28 711 HIGH STREET · DES MOINES, IA 50392 | Investment Management | $211,397 |
SIKICH LLP1 year Filed as: SIKICH CPA, LLC Service code 10 · EIN 54-1172176 | Accounting | $202,231 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN CORE BOND FUND Service code 28 · EIN 20-3847783 | Investment Management | $171,899 |
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 7.10% | 10.00%-2.9pp | 5.17%+1.9pp | 9.30%-2.2pp |
| Employer contribution / active EE | $4,186 | $10,363-59.6% | $26,422-84.2% | $12,557-66.7% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |