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 | $266,816 |
INCOME RESEARCH & MANAGEMENT2 years Service code 28 100 FEDERAL ST. · BOSTON, MA 02110 | Investment Management | $192,581 |
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $151,878 |
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $127,685 |
THE SEGAL COMPANY5 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $81,611 |
RIDGEWORTH3 years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT M Service code 28 DEPT. LA 21569 · PASADENA, CA 91185 | Investment Management | $75,930 |
KEYBANK NATIONAL ASSOCIATION9+ years Filed as: KEYBANK TRUST Service code 19 · EIN 34-1784820 | Securities Custodian | $71,702 |
BENESYS, INC.5 years Service code 13 · EIN 38-2383171 | Contract Administrator | $61,955 |
INDEPENDENT FINANCIAL PARTNERS9+ years Filed as: STONE HARBOR INVESTMENT PARTNERS Service code 28 · EIN 20-3888589 | Investment Management | $46,613 |
ALLOTTA FARLEY CO LPA2 years Filed as: ALLOTTA FARLEY CO. LPA Service code 29 · EIN 34-1316963 | Legal | $35,373 |
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.
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 | 8.72% | 11.08%-2.4pp | 8.09%+0.6pp | 8.76%0pp |
| Employer contribution / active EE | $18,119 | $13,876+30.6% | $28,732-36.9% | $16,627+9.0% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |