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 |
|---|---|---|
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB CAPITAL Service code 28 · EIN 52-2288019 | Investment Management | $100,734 |
INTECH INVESTMENT MANAGEMENT LLC1+ years Filed as: INTECH Service code 28 · EIN 56-5693356 | Investment Management | $36,585 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 13 · EIN 55-0672859 | Contract Administrator | $36,491 |
CUNI, RUST & STRENK1+ years Service code 11 · EIN 31-1227755 | Actuarial | $34,325 |
Filed as: ZACKS INVESTMENT MANAGEMENT Service code 28 · EIN 36-3792197 | Investment Management | $27,800 |
FEDERATED1+ years Filed as: FEDERATED CLOVER INVESTMENT ADVISOR Service code 28 · EIN 51-0366757 | Investment Management | $27,330 |
LOOMIS SAYLES1+ years Filed as: LOOMIS SAYLES & CO, L.P. Service code 28 · EIN 30-0471038 | Investment Management | $26,799 |
Filed as: GALLAGHER SKS Service code 22 · EIN 36-2102482 | Insurance Broker | $23,441 |
STANDARD VALUATIONS1+ years Filed as: STANDARD VALUATIONS, INC. Service code 27 · EIN 41-1327339 | Advisory (Plan) | $22,500 |
US BANK1+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $21,227 |
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 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -1.75% | 3.49%-5.2pp | 4.16%-5.9pp | 7.18%-8.9pp |
| Employer contribution / active EE | $14,162 | $11,083+27.8% | $29,966-52.7% | $13,095+8.2% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |