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 |
|---|---|---|
MACRO TREND LLC2+ years Filed as: MACRO CONSULTING Service code 27 · EIN 36-3555078 | Advisory (Plan) | $390,147 |
THE MCKEOGH COMPANY2+ years Service code 11 · EIN 23-3003375 | Actuarial | $137,182 |
NEWTOWER TRUST COMPANY2+ years Service code 28 · EIN 20-1641876 | Investment Management | $117,896 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN, LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $115,806 |
HAMILTON LANE ADVISORS, LLC2+ years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $114,546 |
CLARIE BOWMAN2+ years Service code 30 · EIN 23-2627428 | Direct payment from the plan; Employe... | $102,078 |
LANDMARK EQUITY ADVISORS LLC1+ years Service code 28 · EIN 06-1519082 | Investment Management | $99,754 |
BENESYS, INC.2+ years Filed as: INNOVATIVE SOFTWARE SOLUTIONS INC. Service code 15 · EIN 23-2182079 | Recordkeeping | $87,354 |
LAVERENE DEVALIA2+ years Service code 30 · EIN 23-2627428 | Direct payment from the plan; Employe... | $84,564 |
GLENDELLE CAMERON-DIXON2+ years Service code 16 12 CARDENTI CT · NEWARK, DE 19702 | Consulting | $74,600 |
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 7.67% | 6.13%+1.5pp | 4.74%+2.9pp | 9.19%-1.5pp |
| Employer contribution / active EE | $9,443 | $10,206-7.5% | $36,089-73.8% | $12,608-25.1% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |