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 |
|---|---|---|
MARQUETTE ASSOCIATES3+ years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $116,566 |
LAZARD ASSET MANAGEMENT3+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $103,820 |
JACKIE CURLEE2 years Service code 30 · EIN 43-0727853 | Employee (plan) | $88,465 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAP HIGH INCOME FUND B LP Service code 51 · EIN 45-5287411 | Investment Mgmt Fees | $81,184 |
BUFFI GASS3+ years Service code 14 · EIN 43-0727853 | Plan Administrator | $79,407 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $56,134 |
CONNER ASH, P.C.1 year Filed as: CONNER ASH PC Service code 10 · EIN 43-1012822 | Accounting | $54,278 |
EKON BENEFITS3+ years Service code 11 · EIN 43-1317863 | Actuarial | $48,119 |
ROCKWOOD CAPITAL ADVISORS3+ years Service code 28 · EIN 43-1775815 | Investment Management | $47,219 |
JULIE VISINTINE3+ years Filed as: JULIE HAMPTON Service code 30 · EIN 43-0727853 | Employee (plan) | $38,064 |
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 15.57% | 12.33%+3.2pp | 8.32%+7.2pp | 17.84%-2.3pp |
| Employer contribution / active EE | $13,507 | $11,641+16.0% | $30,793-56.1% | $14,688-8.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |