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 9-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 CORPORATION6 years Filed as: WILSON MCSHANE CORP Service code 13 · EIN 41-0956552 | Contract Administrator | $574,404 |
ARISTOTLE CAPITAL MANAGEMENT4 years Filed as: ARISTOTLE Service code 28 · EIN 95-4833644 | Investment Management | $402,332 |
LSV ASSET MANAGEMENT9 years Filed as: LSV Service code 28 · EIN 23-2772200 | Investment Management | $320,602 |
ULLICO9 years Service code 28 · EIN 13-1423090 | Investment Management | $301,050 |
Filed as: ARNOLD NEWBOLD SOLLARS & HOLLINS Service code 50 · EIN 43-1174269 | Direct Payment | $250,154 |
BAIRD INSURANCE SERVICES INC6 years Filed as: BAIRD Service code 28 · EIN 39-6037917 | Investment Management | $195,831 |
Filed as: US REAL ESTATE Service code 28 · EIN 04-2895544 | Investment Management | $192,063 |
SIGULER GUFF ADVISERS, LLC5 years Service code 28 · EIN 13-3855629 | Investment Management | $189,843 |
Service code 28 · EIN 95-2705767 | Investment Management | $186,493 |
NUANCE INVESTMENTS1 year Filed as: NUANCE Service code 28 | Investment Management | $175,667 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 8.01% | 8.48%-0.5pp | 8.09%-0.1pp | 8.48%-0.5pp |
| Employer contribution / active EE | $8,616 | $9,949-13.4% | $28,732-70.0% | $9,949-13.4% |
| Participant deferral / active EE | $0 | $734-100.0% | $7-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |