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 29 · EIN 31-0541755 | Legal | $386,365 |
HESSIAN & MCKASY, PA5 years Filed as: HESSIAN & MCKASY, P.A. Service code 29 · EIN 20-1551306 | Legal | $360,224 |
BENESYS, INC.10+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $332,711 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF NEW YORK MELLON Service code 28 · EIN 25-6078093 | Investment Management | $331,542 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $260,885 |
LITTLER MENDELSON, P.C.3 years Filed as: LITTLER MENDELSON PC Service code 29 · EIN 94-2602731 | Legal | $237,146 |
NATIONAL INVESTMENT SERVICES6 years Filed as: NATIONAL INVESTMENT SERVICES OF AME Service code 28 · EIN 84-3937993 | Investment Management | $233,107 |
IRON WORKERS LOCAL NO. 254 years Service code 14 · EIN 38-6056780 | Plan Administrator | $215,298 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $207,161 |
NEPC, LLC7 years Service code 17 · EIN 26-1429809 | Pension Consulting | $185,000 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 3 reportable transactions. $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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 5.51% | 10.50%-5.0pp | 9.65%-4.1pp | 9.22%-3.7pp |
| Employer contribution / active EE | $30,703 | $14,720+108.6% | $26,259+16.9% | $13,567+126.3% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |