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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $1,012,957 |
VANTAGE CONSULTING GROUP, INC.4+ years Service code 17 · EIN 54-1333680 | Pension Consulting | $956,154 |
ALPHAENGINE GLOBAL INVESTMENT4+ years Service code 28 · EIN 61-1527582 | Investment Management | $579,503 |
AMERICAN REALTY ADVISORS4+ years Filed as: INTER-AMERICAN ADVISORS INC Service code 28 · EIN 65-1132814 | Investment Management | $304,585 |
Filed as: HOISINGTON INVESTMENT MGMT CO Service code 28 · EIN 74-2126765 | Investment Management | $250,839 |
NISA INVESTMENT ADVISORS, LLC4+ years Service code 27 · EIN 48-1140940 | Advisory (Plan) | $240,885 |
COMERICA BANK4+ years Filed as: COMERICA Service code 18 · EIN 42-1741646 | Other fees; Shareholder servicing fee... | $217,049 |
IRIDIAN ASSET MANAGEMENT, LLC4+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 | Investment Management | $131,878 |
DISCIPLINED ALPHA4+ years Service code 27 · EIN 45-5686678 | Advisory (Plan) | $88,672 |
Filed as: KESTREL INVESTMENT MANAGEMENT CORP Service code 28 · EIN 94-3173193 | Investment Management | $87,255 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 10.81% | 221.56%-210.8pp | 29.77%-19.0pp | 53.27%-42.5pp |
| Employer contribution / active EE | $0 | $12,096-100.0% | $33,607-100.0% | $14,774-100.0% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |