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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: HATTERAS INVESTMENT PARTNERS LLC Service code 28 · EIN 20-0225999 | Investment Management | $118,155 |
ASSOCIATED TRUST COMPANY, N.A.2+ years Service code 13 · EIN 39-6576073 | Contract Administrator | $108,458 |
JPMORGAN INVEST HOLDINGS LLC2+ years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $91,806 |
REINHART BOERNER VAN DEUREN S.C.2+ years Service code 29 · EIN 39-1126909 | Legal | $60,140 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 11 · EIN 26-1370698 | Actuarial | $59,840 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $47,500 |
GCM GROSVENOR2+ years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 28 · EIN 36-3795985 | Investment Management | $29,470 |
BENEFIT PLAN ADMINISTRATORS2+ years Filed as: BENEFIT PLAN ADMINISTRATION Service code 14 · EIN 39-1400101 | Plan Administrator | $25,248 |
Filed as: PARAMETRIC Service code 28 3600 MINNESOTA DRIVE SUITE 325 · MINNEAPOLIS, MN 55435 | Investment Management | $20,646 |
MILLIMAN, INC.1 year Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $20,000 |
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.
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 | 71.72% | 3.49%+68.2pp | 4.16%+67.6pp | 7.18%+64.5pp |
| Employer contribution / active EE | $7,541 | $11,083-32.0% | $29,966-74.8% | $13,095-42.4% |
| 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% |