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: TOWERS WATSON DELAWARE, INC. Service code 11 · EIN 53-0181291 | Actuarial | $1,251,437 |
VANTAGE CONSULTING GROUP, INC.2+ years Service code 17 · EIN 54-1333680 | Pension Consulting | $1,041,436 |
AMERICAN REALTY ADVISORS2+ years Filed as: INTER-AMERICAN ADVISORS INC Service code 28 · EIN 65-1132814 | Investment Management | $546,901 |
NISA INVESTMENT ADVISORS, LLC2+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $445,497 |
Filed as: ZPR INVESTMENT MANAGEMENT CO Service code 28 · EIN 59-3258506 | Investment Management | $346,106 |
COMERICA BANK2+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Other investment fees and expenses; O... | $296,886 |
Filed as: HOISINGTON INVESTMENT MGMT CO Service code 28 · EIN 74-2126765 | Investment Management | $257,299 |
ALPHAENGINE GLOBAL INVESTMENT2+ years Service code 28 · EIN 61-1527582 | Investment Management | $254,571 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 | Investment Management | $222,951 |
PYRFORD INTERNATIONAL LTD2+ years Service code 28 · EIN 98-0651721 | Investment Management | $163,139 |
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.
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 | $0 | $144,462-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 0.0%0pp |
| Annual return | 7.68% | 15.82%-8.1pp | 16.78%-9.1pp | 17.84%-10.2pp |
| Employer contribution / active EE | $0 | $19,885-100.0% | $26,328-100.0% | $14,688-100.0% |
| Participant deferral / active EE | $0 | $776-100.0% | $97-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $20,893-100.0% | - |