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 |
|---|---|---|
SULLIVAN WARD ASHER & PATON PC1+ years Filed as: SULLIVAN, WARD, ASHER & PATON PC Service code 29 · EIN 38-1880608 | Legal | $40,951 |
TIC INTERNATIONAL CORPORATION1+ years Filed as: TIC INTERNATIONAL Service code 13 · EIN 13-2600875 | Contract Administrator | $37,542 |
HAMLIN CAPITAL MANAGEMENT, LLC1+ years Filed as: HAMLIN Service code 28 · EIN 52-2344187 | Investment Management | $33,672 |
LOOMIS SAYLES1+ years Service code 28 · EIN 04-1554520 | Investment Management | $30,294 |
GOLDMAN SACHS1+ years Filed as: CLARKSTON CAPITAL Service code 28 · EIN 58-1707262 | Investment Management | $26,957 |
COMERICA BANK1+ years Filed as: COMERICA Service code 19 · EIN 38-0477375 | Securities Custodian | $23,118 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $21,833 |
BENESYS, INC.1+ years Filed as: UNITED ACTUARIAL SERVICES Service code 11 · EIN 35-2156428 | Actuarial | $18,500 |
Service code 16 · EIN 36-4268991 | Consulting | $15,663 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER ASSOCIATES INC Service code 17 · EIN 94-2854958 | Pension Consulting | $12,500 |
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 | $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 | 3.47% | 3.49%0pp | 4.16%-0.7pp | 7.18%-3.7pp |
| Employer contribution / active EE | $14,436 | $11,083+30.3% | $29,966-51.8% | $13,095+10.2% |
| 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% |