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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Service code 11 · EIN 36-2235791 | Actuarial | $168,489 |
ABERDEEN ASSET MANAGEMENT, INC.2+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $73,483 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 27-6331814 | Investment Management | $59,026 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK Service code 26 · EIN 04-1867445 | Advisory (Participants) | $50,336 |
ERNST & YOUNG LLP2+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $42,650 |
Service code 28 · EIN 31-1301863 | Investment Management | $35,959 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $33,312 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $25,161 |
WELLINGTON TRUST COMPANY2+ years Service code 28 · EIN 04-2755549 | Investment Management | $13,959 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $9,192 |
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.
Form 5500 reported that benefits due were not provided when due.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 6.67% | 9.41%-2.7pp | 5.00%+1.7pp | 9.19%-2.5pp |
| Employer contribution / active EE | $0 | $8,353-100.0% | $35,918-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |