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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARTNERS Service code 28 · EIN 68-0370668 | Investment Management | $831,865 |
FRANKLIN TEMPLETON2+ years Filed as: CLARION PARTNERS Service code 28 · EIN 13-4087331 | Investment Management | $466,282 |
COMPUSYS OF UTAH, INC.2+ years Service code 13 · EIN 84-0869853 | Contract Administrator | $338,672 |
Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $297,076 |
SPECIALTY LOAN INSTL FD 2016 L2+ years Filed as: E&J SPECIALTY CONTRACTOR Service code 49 30310 ALLEN ROAD · BUCKNER, MO 64016 | Other Services | $246,893 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON ASSET SERVICING Service code 19 · EIN 13-5160382 | Securities Custodian | $238,277 |
Service code 28 · EIN 04-2956583 | Investment Management | $208,948 |
STACO ELECTRIC COMPANY2+ years Service code 49 3920 EAST 137TH TERRACE · GRANDVIEW, MO 64030 | Other Services | $151,788 |
PATHWAY MANAGEMENT2+ years Service code 49 · EIN 48-1252823 | Other Services | $145,242 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $135,416 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 4.51% | 3.63%+0.9pp | 4.16%+0.3pp | 9.19%-4.7pp |
| Employer contribution / active EE | $10,584 | $11,363-6.9% | $29,966-64.7% | $12,608-16.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |