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 |
|---|---|---|
P/E GLOBAL LLC3 years Service code 28 · EIN 13-4161463 | Investment Management | $1,798,157 |
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $935,314 |
VANTAGE CONSULTING GROUP, INC.7+ years Service code 17 · EIN 54-1333680 | Pension Consulting | $770,364 |
Service code 10 · EIN 16-1451941 | Accounting | $506,370 |
Filed as: HOISINGTON INVESTMENT MGMT CO Service code 28 · EIN 74-2126765 | Investment Management | $239,108 |
NISA INVESTMENT ADVISORS, LLC7+ years Service code 28 · EIN 48-1140940 | Investment Management | $224,104 |
ALPHAENGINE GLOBAL INVESTMENT7+ years Service code 28 · EIN 61-1527582 | Investment Management | $209,722 |
COMERICA BANK7+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $201,418 |
AMERICAN REALTY ADVISORS7+ years Filed as: INTER-AMERICAN ADVISORS INC Service code 28 · EIN 65-1132814 | Investment Management | $197,868 |
Filed as: LYONS INVESTMENT MANAGEMENT Service code 28 280 W. CANTON AVE SUITE 430 · WINTER PARK, FL 32789 | Investment Management | $156,498 |
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.
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 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -14.25% | 1.88%-16.1pp | -5.16%-9.1pp | 2.77%-17.0pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |