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.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $714,868 |
Filed as: THE BANK OF NEW YORK Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $397,354 |
MORGAN STANLEY SMITH BARNEY4 years Service code 28 · EIN 26-4310632 | Investment Management | $320,000 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $305,499 |
SLC MANAGEMENT1 year Filed as: SLC MANAGEMENT U.S. LLC Service code 28 · EIN 26-3730703 | Investment Management | $192,399 |
SAGE ADVISORY SERVICES4 years Filed as: SAGE ADVISORY SVCS., LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $138,299 |
Service code 28 · EIN 98-1269426 | Investment Management | $22,828 |
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 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | -0.58% | 5.48%-6.1pp | 9.84%-10.4pp | 9.30%-9.9pp |
| Employer contribution / active EE | $16,533 | $9,127+81.1% | $30,320-45.5% | $12,557+31.7% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |