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 |
|---|---|---|
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 27 · EIN 33-0629048 | Advisory (Plan) | $479,492 |
WILSON-MCSHANE CORPORATION10+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $334,800 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Service code 27 · EIN 13-3200244 | Advisory (Plan) | $320,955 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Service code 28 · EIN 11-3786306 | Investment Management | $263,839 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY (MIDWEST) INC. Service code 11 · EIN 13-1975125 | Actuarial | $233,306 |
BOSTON TRUST WALDEN COMPANY6 years Service code 28 · EIN 04-2273811 | Investment Management | $211,959 |
SLEVIN & HART, P.C.2 years Filed as: SLEVIN & HART PC Service code 29 · EIN 52-1708613 | Legal | $186,319 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $170,485 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $153,761 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $146,222 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 12.78% | 9.22%+3.6pp | 12.57%+0.2pp | 9.22%+3.6pp |
| Employer contribution / active EE | $8,834 | $13,567-34.9% | $23,666-62.7% | $13,567-34.9% |
| Participant deferral / active EE | $0 | $575-100.0% | $13-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $187,584-100.0% | - |