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 |
|---|---|---|
BENESYS, INC.1 year Service code 10 · EIN 38-2383171 | Accounting | $168,331 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 20-0726879 | Investment Management | $142,449 |
Filed as: NOVARA TESIJA, PLC Service code 29 · EIN 38-2823147 | Legal | $114,043 |
GOLDMAN SACHS10+ years Filed as: WEDGE CAPITAL PARTNERS Service code 28 · EIN 56-1557450 | Investment Management | $110,296 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 95-4871432 | Investment Management | $105,287 |
Service code 28 · EIN 41-1533211 | Investment Management | $101,018 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY GLOBAL BANKING Service code 27 · EIN 38-1971448 | Advisory (Plan) | $59,362 |
BENESYS, INC.3 years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 38-2156428 | Actuarial | $56,800 |
Filed as: TIC MIDWEST, LLC Service code 10 · EIN 93-4217445 | Accounting | $44,176 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 19 · EIN 38-0056147 | Securities Custodian | $35,161 |
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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 6.41% | 10.27%-3.9pp | 9.57%-3.2pp | 9.04%-2.6pp |
| Employer contribution / active EE | $9,888 | $14,844-33.4% | $26,706-63.0% | $14,127-30.0% |
| Participant deferral / active EE | $0 | $133-100.0% | $213-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |