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 |
|---|---|---|
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $253,448 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS CAPITAL MANAGEMENT INC. Service code 28 · EIN 95-3692822 | Investment Management | $236,363 |
WILLIS TOWERS WATSON US LLC2+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $210,628 |
Filed as: SNYDER CAPITAL Service code 28 · EIN 04-3370184 | Investment Management | $178,174 |
Filed as: NISA Service code 28 150 MERAMEC AVE · ST LOUIS, MO 63105 | Investment Management | $139,348 |
HEWITT ASSOCIATES LLC1 year Filed as: HEWITT CONSULTING Service code 17 · EIN 36-2235791 | Pension Consulting | $127,585 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO LP Service code 28 · EIN 04-3200030 | Investment Management | $86,642 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET BANK AND TRUST Service code 18 · EIN 04-1867445 | Investment management; Trustee (direc... | $69,453 |
GEORGE JOHNSON & COMPANY2+ years Filed as: GEORGE JOHNSON AND COMPANY Service code 10 · EIN 38-2029668 | Accounting | $19,723 |
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 9.19% | 6.13%+3.1pp | 4.74%+4.5pp | 9.19%0pp |
| Employer contribution / active EE | $16,778 | $10,206+64.4% | $36,089-53.5% | $12,608+33.1% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |