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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 14 · EIN 52-1590516 | Plan Administrator | $532,188 |
PINNACLE ASSET MANAGEMENT LP4 years Filed as: PINNACLE ASSET MANAGEMENT, LP Service code 52 | Indirect Investment Fees | $300,999 |
Filed as: U.S. REAL ESTATE INVESTMENT FUND Service code 51 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $294,608 |
US BANK3 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 18 · EIN 31-0841368 | Direct payment from the plan; Investm... | $239,611 |
LOOMIS SAYLES9 years Service code 51 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $201,347 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $158,750 |
BENESYS, INC.10+ years Filed as: UNITED ACTUARIAL SERVICES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $155,761 |
BOSTON PARTNERS10+ years Filed as: BOSTON PARTNERS ASSET MGMT Service code 51 · EIN 98-0202744 | Investment Mgmt Fees | $152,039 |
PINNACLE ASSOCIATES GP, LLC4 years Service code 52 · EIN 13-3933586 | Indirect Investment Fees | $134,530 |
RBC GLOBAL ASSET MANAGEMENT10+ years Service code 51 PO BOX 9195 · MINNEAPOLIS, MN 55480 | Investment Mgmt Fees | $101,232 |
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 | $0 | $181,263-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 8.53% | 10.71%-2.2pp | 12.57%-4.0pp | 10.71%-2.2pp |
| Employer contribution / active EE | $10,067 | $14,986-32.8% | $23,666-57.5% | $14,986-32.8% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $13-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $187,584-100.0% | - |