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 |
|---|---|---|
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $191,011 |
Filed as: BENEFITS MANAGEMENT GROUP INC. Service code 13 · EIN 20-0188125 | Contract Administrator | $66,936 |
NATIONAL INVESTMENT SERVICES10+ years Service code 28 · EIN 84-3937993 | Investment Management | $60,130 |
FRANKLIN TEMPLETON2 years Filed as: CLARION LIONS INDUSTRIAL PROPERTIES Service code 28 230 PARK AVENUE · NEW YORK, NY 10160 | Investment Management | $40,611 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $37,038 |
HUNT INSURANCE AGENCY, INC.10+ years Filed as: HUNT INSURANCE AGENCY Service code 22 · EIN 36-2730032 | Insurance Broker | $31,385 |
FRANKLIN TEMPLETON5 years Filed as: CLARION LION PROPERTIES FUND LP Service code 28 · EIN 13-4087331 | Investment Management | $30,967 |
Service code 28 1200 SIXTH AVE, SUITE 700 · SEATTLE, WA 98101 | Investment Management | $28,706 |
TED WINDSOR & ASSOCIATES10+ years Service code 11 · EIN 36-4374704 | Actuarial | $26,238 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $17,198 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 11.10% | 9.24%+1.9pp | 9.65%+1.4pp | 10.71%+0.4pp |
| Employer contribution / active EE | $17,269 | $14,215+21.5% | $26,259-34.2% | $14,986+15.2% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |