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 |
|---|---|---|
Filed as: CRESCENT CREDIT SOLUTIONS VIIIA-2LP Service code 28 · EIN 86-1529826 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $844,014 |
I.E. SHAFFER & CO.10+ years Filed as: IE SHAFFER & CO Service code 13 · EIN 22-1750854 | Contract Administrator | $388,239 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 90-0622302 | Investment Management | $241,804 |
Filed as: CONSTITUTION CAPITAL PARTNERS, LLC Service code 28 300 BRICKSTONE SQUARE · ANDOVER, MA 01810 | Investment Management | $225,532 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: J.P. MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-6038770 | Advisory (Plan) | $150,306 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: PRUDENTIAL INSURANCE COMPANY Service code 27 · EIN 22-1211670 | Advisory (Plan) | $114,444 |
FENIMORE ASSET MANAGEMENT2 years Service code 28 · EIN 14-1564237 | Investment Management | $72,145 |
Filed as: GERSON & ASSOC. CPAS AND ADVISORS Service code 10 · EIN 22-3163246 | Accounting | $68,718 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $66,182 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 13 · EIN 06-1050034 | Contract Administrator | $48,627 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.02% | 9.24%+0.8pp | 9.65%+0.4pp | 10.71%-0.7pp |
| Employer contribution / active EE | $26,193 | $14,215+84.3% | $26,259-0.2% | $14,986+74.8% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |