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 |
|---|---|---|
MERCER3+ years Service code 11 · EIN 13-2834414 | Actuarial | $343,320 |
NISA INVESTMENT ADVISORS, LLC3+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $71,691 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $46,831 |
RIDGEWORTH3+ years Filed as: KAYNE ANDERSON Service code 28 · EIN 95-4486379 | Investment Management | $45,963 |
BOSTON PARTNERS3+ years Filed as: BOSTON TRUST Service code 28 · EIN 04-2273811 | Investment Management | $36,665 |
HEXAVEST INC.3+ years Filed as: HEXAVEST Service code 28 · EIN 51-6579174 | Investment Management | $31,190 |
MERCER3+ years Filed as: MERCER INVESTMENT CONSULTING Service code 27 · EIN 61-0736136 | Advisory (Plan) | $20,494 |
BLACKROCK3+ years Service code 21 · EIN 94-3112180 | Bank Trustee | $12,652 |
WIPFLI LLP3+ years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $11,150 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 15.51% | 79.68%-64.2pp | 16.78%-1.3pp | 23.90%-8.4pp |
| Employer contribution / active EE | $20,686 | $21,735-4.8% | $26,328-21.4% | $16,539+25.1% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |