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 |
|---|---|---|
TIC INTERNATIONAL CORPORATION1+ years Filed as: TIC INTERNATIOANL CORPORATION Service code 10 · EIN 13-2600875 | Accounting | $99,696 |
Filed as: STEFANSKY, HOLLOWAY, NICHOLS Service code 10 · EIN 38-2388845 | Accounting | $52,673 |
SACHS WALDMAN PROFESSIONAL CORP.1+ years Filed as: SACHS WALDMAN, P.C. Service code 29 · EIN 38-1905521 | Legal | $44,177 |
COMERICA BANK1+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $35,824 |
PIER CAPITAL, LLC1+ years Service code 28 · EIN 51-0409051 | Investment Management | $31,067 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 27 · EIN 11-2418191 | Advisory (Plan) | $28,800 |
BOSTON PARTNERS1+ years Filed as: BOSTON COMPANY Service code 28 · EIN 04-3404987 | Investment Management | $27,757 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $26,600 |
RENAISSANCE1+ years Filed as: RENAISSANCE INVESTMENT TRUST Service code 28 · EIN 31-1448100 | Investment Management | $24,902 |
NWQ ASSET MANAGEMENT CO1+ years Service code 28 · EIN 41-0875103 | Investment Management | $22,217 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $209,859-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 1.8%-1.8pp |
| Annual return | -5.02% | 3.49%-8.5pp | 4.16%-9.2pp | 7.18%-12.2pp |
| Employer contribution / active EE | $6,177 | $11,083-44.3% | $29,966-79.4% | $13,095-52.8% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $13,952-100.0% | $362-100.0% |