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 |
|---|---|---|
WILSON-MCSHANE CORPORATION2 years Filed as: WILSON MCSHANE CORPORATION Service code 13 · EIN 41-0956552 | Contract Administrator | $816,055 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $653,843 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JPMORGAN INVESTMENT MANAGEMENT INC Service code 28 · EIN 13-3200244 | Investment Management | $573,021 |
DEARBORN PARTNERS1 year Service code 19 · EIN 36-4145621 | Securities Custodian | $346,908 |
Filed as: REINHART BOERNER VAN DEUREN, SC Service code 29 · EIN 39-1126909 | Legal | $329,581 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $262,476 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $249,201 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $235,441 |
THE SEGAL COMPANY4 years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $220,682 |
COMERICA BANK10+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $192,272 |
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.
Employer contribution per participant 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 | $181,263-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 6.89% | 9.22%-2.3pp | 12.57%-5.7pp | 9.22%-2.3pp |
| Employer contribution / active EE | $2,551 | $13,567-81.2% | $23,666-89.2% | $13,567-81.2% |
| Participant deferral / active EE | $0 | $575-100.0% | $13-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $187,584-100.0% | - |