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 |
|---|---|---|
AON CONSULTING7+ years Filed as: AON HEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $248,197 |
Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $148,098 |
EARNEST PARTNERS, LLC4 years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386699 | Investment Management | $123,204 |
DIAMOND HILL6 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $81,481 |
Filed as: PRINCIPAL BANK Service code 21 · EIN 42-1466678 | Bank Trustee | $56,326 |
BAIRD FUNDS7+ years Filed as: ROBERT W. BAIRD Service code 17 · EIN 39-6037917 | Pension Consulting | $56,065 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $213,834-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | -16.12% | 1.88%-18.0pp | -5.16%-11.0pp | 2.77%-18.9pp |
| Employer contribution / active EE | $0 | $8,732-100.0% | $31,020-100.0% | $15,262-100.0% |
| Participant deferral / active EE | $0 | $482-100.0% | $101-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $2,852-100.0% | $1,015-100.0% |