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 |
|---|---|---|
MEKETA INVESTMENT GROUP1 year Filed as: MAKETA INVESTMENT GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,470,949 |
BASYS9 years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $647,558 |
HYLANT GROUP8 years Service code 23 · EIN 34-1880366 | Insurance services | $427,939 |
ARTISAN PARTNERS8 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 51 · EIN 30-0551775 | Investment Mgmt Fees | $370,394 |
Service code 51 · EIN 82-3655782 | Investment Mgmt Fees | $352,286 |
GOLDMAN SACHS1 year Filed as: ENERGY CAPITAL PARTNERS IV, L.P. Service code 51 · EIN 61-1860827 | Investment Mgmt Fees | $329,540 |
Filed as: FOCUS SENIOR HOUSING FUND II, L.P. Service code 51 · EIN 87-0994568 | Investment Mgmt Fees | $281,593 |
PAG ASIA II, LP9 years Service code 51 · EIN 98-1268803 | Investment Mgmt Fees | $273,779 |
SUNTRUST BANKS, INC.1 year Filed as: STERLING VALUE ADD PARTNERS IV, L.P Service code 51 · EIN 47-4187308 | Investment Mgmt Fees | $262,621 |
Service code 51 · EIN 92-2564371 | Investment Mgmt Fees | $243,262 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 4.21% | 10.11%-5.9pp | 8.09%-3.9pp | 8.85%-4.6pp |
| Employer contribution / active EE | $6,524 | $12,795-49.0% | $28,732-77.3% | $8,529-23.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $7-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |