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.8+ years Service code 11 · EIN 91-0675641 | Actuarial | $761,999 |
THE BANK OF NEW YORK MELLON8+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities) | $403,874 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 · EIN 20-2721676 | Investment Management | $377,194 |
SAGE ADVISORY SERVICES2 years Filed as: SAGE ADVISORY SVCS., LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $341,002 |
MORGAN STANLEY SMITH BARNEY2 years Service code 28 · EIN 26-4310632 | Investment Management | $283,305 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $189,813 |
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 | $2,456,633-100.0% | $270,125-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 1.5%-1.5pp |
| Annual return | -18.60% | -2.41%-16.2pp | -38.85%+20.3pp | 23.41%-42.0pp |
| Employer contribution / active EE | $930 | $7,691-87.9% | $37,752-97.5% | $12,650-92.7% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |