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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS8 years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 13 · EIN 52-1590516 | Contract Administrator | $195,434 |
NATIONAL INVESTMENT SERVICES8 years Filed as: NATIONAL INVESTMENT SERVICES, INC. Service code 28 · EIN 80-0169636 | Investment Management | $172,489 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $92,013 |
FRANKLIN TEMPLETON3 years Filed as: CLARION LION INDUSTRIAL TRUST Service code 51 · EIN 65-1162344 | Investment Mgmt Fees | $89,520 |
CUNI, RUST & STRENK8 years Service code 11 · EIN 31-1227755 | Actuarial | $88,715 |
Service code 51 · EIN 91-1163419 | Investment Mgmt Fees | $66,488 |
KELLEY GALLOWAY SMITH GOOLSBY, PSC10+ years Service code 10 · EIN 61-1129886 | Accounting | $61,343 |
FRANKLIN TEMPLETON8 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $55,700 |
AMERICAN FUNDS3 years Filed as: STOCKBRIDGE NICHE LOGISTICS FUND LP Service code 51 · EIN 85-3831272 | Investment Mgmt Fees | $55,288 |
STOCKBRIDGE SMART MARKETS3 years Filed as: STOCKBRIDGE SMART MARKETS FUND, LP Service code 51 · EIN 45-2872141 | Investment Mgmt Fees | $50,200 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 2 reportable transactions. $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.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.47% | 10.50%-2.0pp | 9.65%-1.2pp | 9.22%-0.7pp |
| Employer contribution / active EE | $13,421 | $14,720-8.8% | $26,259-48.9% | $13,567-1.1% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |