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 |
|---|---|---|
Service code 28 · EIN 36-7045783 | Investment Management | $244,518 |
MERCER1 year Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 27 · EIN 36-2668272 | Advisory (Plan) | $126,095 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $124,283 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $68,909 |
WILLIAM BLAIR5+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $60,698 |
BENESYS, INC.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $55,734 |
KEYBANK NATIONAL ASSOCIATION5+ years Filed as: KEYBANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $49,638 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE SERVICE Service code 11 · EIN 13-1975125 | Actuarial | $39,115 |
AMALGAMATED BANK5+ years Service code 28 · EIN 13-4920330 | Investment Management | $38,994 |
ALLOTTA FARLEY CO LPA1 year Filed as: ALLOTTA, FARLEY CO. LPA Service code 29 · EIN 34-1316963 | Legal | $35,093 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | -4.96% | 6.41%-11.4pp | 8.01%-13.0pp | 11.45%-16.4pp |
| Employer contribution / active EE | $14,928 | $11,592+28.8% | $29,475-49.4% | $17,219-13.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |