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 |
|---|---|---|
NATIONAL INVESTMENT SERVICES11+ years Service code 28 · EIN 84-3937993 | Investment Management | $84,011 |
UNION BANK & TRUST COMPANY8 years Filed as: UNION BANK & TRUST Service code 19 · EIN 41-1267434 | Securities Custodian | $82,479 |
Service code 27 · EIN 36-4268991 | Advisory (Plan) | $71,500 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 13-1975125 | Actuarial | $51,326 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 28 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $48,972 |
C. DYMON3 years Service code 30 · EIN 36-6051352 | Employee (plan) | $46,566 |
MOORE COLSON8 years Filed as: M. MOORE Service code 30 · EIN 36-6051352 | Employee (plan) | $45,608 |
R. LAINO3 years Filed as: B. LAINO Service code 30 · EIN 36-6051352 | Employee (plan) | $26,220 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1163419 | Investment Management | $20,229 |
Service code 50 · EIN 23-2182079 | Direct Payment | $19,002 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $803,298-100.0% | $803,298-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 56.4%-56.4pp | 56.4%-56.4pp | 39.2%-39.2pp |
| Annual return | 11.56% | 10.27%+1.3pp | 10.48%+1.1pp | 13.91%-2.3pp |
| Employer contribution / active EE | $0 | $38,044-100.0% | $34,979-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $11-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $3,829-100.0% | $3,829-100.0% | $41,846-100.0% |