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 4-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 |
|---|---|---|
NISA INVESTMENT ADVISORS, LLC4+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $694,087 |
PRICEWATERHOUSECOOPERS LLP4+ years Filed as: PRICEWATERHOUSECOOPERS, LLP Service code 11 · EIN 13-4008324 | Actuarial | $618,626 |
BLACKROCK4+ years Filed as: BLACKROCK INSTITUTIONAL TRUST COMPA Service code 28 · EIN 94-3112180 | Investment Management | $397,784 |
MERCER2 years Filed as: MERCER INVESTMENTS Service code 28 · EIN 13-2834414 | Investment Management | $368,583 |
NORTHERN TRUST COMPANY4+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $231,722 |
Filed as: GRANAHAN INV. MANAGEMENT INC. Service code 19 · EIN 76-0658411 | Securities Custodian | $85,727 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 13-2638165 | Investment Management | $72,283 |
SEGALL BRYANT & HAMILL4+ years Filed as: SEGALL BRYANT & HAMILL INV. COUNSEL Service code 28 · EIN 41-1788385 | Investment Management | $65,742 |
BONADIO & CO., LLP4+ years Service code 10 · EIN 16-1131146 | Accounting | $40,491 |
WORKFORCE LOGIQ4+ years Service code 99 · EIN 20-1746604 | Other Fees | $10,920 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $338,187-100.0% | - | $338,187-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.0%-44.0pp |
| Annual return | -89.99% | -0.41%-89.6pp | 4.95%-94.9pp | 13.05%-103.0pp |
| Employer contribution / active EE | $0 | $23,590-100.0% | $20,917-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $163-100.0% | $188-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $30,864-100.0% | - | $30,864-100.0% |