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 |
|---|---|---|
US BANK2 years Filed as: US BANCORP Service code 19 · EIN 39-1939072 | Securities Custodian | $144,809 |
Service code 28 · EIN 95-3703295 | Investment Management | $132,472 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON ASSET MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $114,217 |
Filed as: CENTERSQUARE INVESTMENT MGMT, LLC Service code 28 · EIN 82-2740442 | Investment Management | $92,816 |
COMMERCE BANK4+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 | Investment Management | $82,658 |
Filed as: INVESTMENT CONSULTANT SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $69,500 |
Service code 28 · EIN 34-1922005 | Investment Management | $68,835 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $68,331 |
BOSTON PARTNERS4+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-3404987 | Investment Management | $56,370 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN CONSULTANTS AND ACTUARIES Service code 11 · EIN 91-0675641 | Actuarial | $53,743 |
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.
Annual investment return 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 | $341,093,897-100.0% | $94,563-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | 1.61% | 15.22%-13.6pp | 16.32%-14.7pp | 21.83%-20.2pp |
| Employer contribution / active EE | $17,496 | $15,831+10.5% | $31,806-45.0% | $12,237+43.0% |
| Participant deferral / active EE | $0 | $987-100.0% | $211-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $0 | $1,551,325-100.0% |