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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $1,152,112 |
VANTAGE CONSULTING GROUP, INC.8+ years Service code 17 · EIN 54-1333680 | Pension Consulting | $896,346 |
NISA INVESTMENT ADVISORS, LLC8+ years Service code 28 · EIN 48-1140940 | Investment Management | $442,604 |
COMERICA BANK8+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $326,310 |
Filed as: HOISINGTON INVESTMENT MGMT CO Service code 28 · EIN 74-2126765 | Investment Management | $169,406 |
AMERICAN REALTY ADVISORS8+ years Filed as: INTER-AMERICAN ADVISORS INC Service code 28 · EIN 65-1132814 | Investment Management | $127,323 |
AON CONSULTING1 year Filed as: AON INVESTMENT USA Service code 28 · EIN 36-3109431 | Investment Management | $126,667 |
ALPHAENGINE GLOBAL INVESTMENT8+ years Service code 28 · EIN 61-1527582 | Investment Management | $110,177 |
P/E GLOBAL LLC4 years Service code 28 · EIN 13-4161463 | Investment Management | $97,115 |
Filed as: KESTREL INVESTMENT MANAGEMENT CORP Service code 28 · EIN 94-3173193 | Investment Management | $93,412 |
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.
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | -8.46% | 7.97%-16.4pp | 7.70%-16.2pp | 37.74%-46.2pp |
| Employer contribution / active EE | $46,948 | $15,841+196.4% | $28,478+64.9% | $15,781+197.5% |
| Participant deferral / active EE | $0 | $476-100.0% | $49-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |