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 |
|---|---|---|
WILSON-MCSHANE CORPORATION3+ years Service code 10 · EIN 41-0956552 | Accounting | $204,825 |
LOOMIS SAYLES3+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $89,563 |
NUVEEN3+ years Filed as: NUVEEN ASSET MANAGEMENT COMPANY LLC Service code 28 · EIN 27-4357327 | Investment Management | $84,585 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $81,210 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $81,095 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1975125 | Actuarial | $65,113 |
SEGALL BRYANT & HAMILL3+ years Service code 28 · EIN 41-1788385 | Investment Management | $61,457 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $42,400 |
BMO HARRIS BANK NA3+ years Service code 19 · EIN 36-2085229 | Securities Custodian | $32,212 |
Filed as: ANDERSON HELGEN DAVIS & CEFALU Service code 29 · EIN 26-3644998 | Legal | $28,096 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 14.69% | 17.84%-3.2pp | 10.65%+4.0pp | 17.84%-3.2pp |
| Employer contribution / active EE | $1,682 | $14,688-88.6% | $30,880-94.6% | $14,688-88.6% |
| Participant deferral / active EE | $0 | $770-100.0% | $65-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |