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 9-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 |
|---|---|---|
NYHART4+ years Service code 11 · EIN 35-0966414 | Actuarial | $811,286 |
BAKER & HOSTETLER LLP4+ years Filed as: BAKER & HOSTETLER, LLP Service code 29 · EIN 34-0082025 | Legal | $225,288 |
Service code 28 · EIN 13-4064414 | Investment Management | $178,057 |
SELECT EQUITY GROUP, L.P.2 years Filed as: SELECT EQUITY GROUP LP Service code 28 · EIN 46-3465710 | Investment Management | $138,377 |
OXFORD FINANCIAL GROUP, LTD4+ years Service code 27 · EIN 35-1588335 | Advisory (Plan) | $129,303 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $100,848 |
VULCAN VALUE PARTNERS2 years Filed as: VULCAN VALUE PARTNERS, LLC Service code 28 · EIN 39-2051712 | Investment Management | $85,590 |
NUANCE INVESTMENTS2 years Filed as: NUANCE INVESTMENTS, LLC Service code 28 · EIN 26-3649176 | Investment Management | $46,880 |
BKD, LLP4+ years Service code 10 · EIN 44-0160260 | Accounting | $19,550 |
Service code 17 · EIN 41-0365145 | Pension Consulting | $7,500 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $148,425-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | -11.32% | 33.37%-44.7pp | 38.14%-49.5pp | 33.37%-44.7pp |
| Employer contribution / active EE | $4,786 | $11,253-57.5% | $34,245-86.0% | $11,253-57.5% |
| Participant deferral / active EE | $52 | $819-93.6% | $185-71.8% | $819-93.6% |
| Admin fee / account holder | $0 | $99,113-100.0% | $10,234-100.0% | $99,113-100.0% |