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 |
|---|---|---|
JESSICA SCHNEIDER10+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $149,031 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $120,033 |
ANDREA KRUSZEWSKI10+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $107,736 |
MARQUETTE ASSOCIATES2 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $100,000 |
IFM INVESTORS PTY LTD10+ years Filed as: IFM INVESTORS, LLC Service code 28 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $95,505 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $95,000 |
TONI GIANNONE10+ years Filed as: TONI DICLEMENTE Service code 30 · EIN 25-0994648 | Employee (plan) | $85,974 |
Filed as: SVB STRATEGIC INVESTORS FUND XI CAY Service code 28 2770 SAND HILL ROAD · MENLO PARK, CA 94025 | Investment Management | $84,994 |
MARILEE HUFNAGEL10+ years Service code 30 · EIN 25-0994648 | Employee (plan) | $79,473 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT,LLC Service code 28 1301 EAST 9TH STREET · CLEVELAND, OH 44114 | Investment Management | $67,011 |
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.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.63% | 10.33%-2.7pp | 8.09%-0.5pp | 9.30%-1.7pp |
| Employer contribution / active EE | $17,293 | $14,972+15.5% | $28,732-39.8% | $12,557+37.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |