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 10 · EIN 13-2600875 | Accounting | $101,670 |
Filed as: STEFANSKY, HOLLOWAY, NICHOLS Service code 10 · EIN 38-2388845 | Accounting | $53,355 |
COMERICA BANK2+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $37,777 |
PIER CAPITAL, LLC2+ years Service code 28 · EIN 51-0409051 | Investment Management | $29,643 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 27 · EIN 11-2418191 | Advisory (Plan) | $28,800 |
SACHS WALDMAN PROFESSIONAL CORP.2+ years Filed as: SACHS WALDMAN, P.C. Service code 29 · EIN 38-1905521 | Legal | $28,631 |
BOSTON PARTNERS2+ years Filed as: BOSTON COMPANY Service code 28 · EIN 04-3404987 | Investment Management | $25,192 |
RENAISSANCE2+ years Filed as: RENAISSANCE INVESTMENT TRUST Service code 28 · EIN 31-1448100 | Investment Management | $23,018 |
Filed as: BRANDYWINE ASSET MANAMENT CO. Service code 28 · EIN 51-0294065 | Investment Management | $21,416 |
NUVEEN2+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $17,272 |
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.
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 14.61% | 11.78%+2.8pp | 8.32%+6.3pp | 23.90%-9.3pp |
| Employer contribution / active EE | $6,713 | $11,309-40.6% | $30,793-78.2% | $16,539-59.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |