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 SERVICES9 years Service code 28 · EIN 84-3937993 | Investment Management | $327,740 |
AARON ANDERSON10+ years Service code 30 · EIN 36-6491120 | Employee (plan); Direct payment from ... | $321,029 |
JOHN HANCOCK LIFE INSURANCE COMPANY10+ years Filed as: JOHN R. BUTLER Service code 30 · EIN 36-6491120 | Employee (plan); Direct payment from ... | $221,558 |
Service code 10 · EIN 30-0510353 | Accounting | $159,570 |
AIMEE LINCOLN6 years Filed as: AIMEE C CISNEROS Service code 30 · EIN 36-6491120 | Employee (plan); Direct payment from ... | $144,756 |
PDC NO. 301 year Service code 49 · EIN 36-1861338 | Other Services | $140,757 |
Filed as: WASHINGTON CAPITAL MGMT, INC. Service code 28 · EIN 91-1042342 | Investment Management | $127,427 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES,LLC Service code 16 · EIN 52-1796473 | Consulting | $127,270 |
FRANKLIN TEMPLETON4 years Filed as: CLARION LION PROPERTIES FUND, LP Service code 28 · EIN 13-4087331 | Investment Management | $115,028 |
MARVELLA FRANCO10+ years Service code 30 · EIN 36-6491120 | Employee (plan); Direct payment from ... | $114,790 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 5.85% | 9.24%-3.4pp | 9.65%-3.8pp | 10.71%-4.9pp |
| Employer contribution / active EE | $11,491 | $14,215-19.2% | $26,259-56.2% | $14,986-23.3% |
| 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% | - |