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 MANAGEMENT5+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $215,987 |
DOWD, BLOCH & BENNETT5+ years Service code 29 · EIN 36-3371377 | Legal | $187,286 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $138,552 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC Service code 28 · EIN 58-1707262 | Investment Management | $116,523 |
CHEIRON5+ years Service code 11 · EIN 13-4215617 | Actuarial | $113,484 |
Service code 28 · EIN 75-2403190 | Investment Management | $96,040 |
NATIONAL INVESTMENT SERVICES5+ years Service code 28 · EIN 80-0169636 | Investment Management | $91,404 |
LANER MUCHIN5+ years Filed as: LANER, MUCHIN Service code 29 · EIN 36-3088463 | Legal | $87,603 |
GREAT LAKES ADVISORS, LLC5+ years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $85,659 |
THE SEGAL COMPANY2 years Filed as: SEGAL ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $80,000 |
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 | $2,822,362-100.0% | $319,634-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.6%-0.6pp |
| Annual return | 9.64% | 8.57%+1.1pp | 174.94%-165.3pp | 11.45%-1.8pp |
| Employer contribution / active EE | $18,568 | $13,016+42.7% | $38,590-51.9% | $17,219+7.8% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $3,298-100.0% | $15,480-100.0% |