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: JOHN KITAYAMA Service code 30 · EIN 51-6029899 | Employee (plan) | $108,615 |
RAEL & LETSON1+ years Service code 11 · EIN 94-1701048 | Actuarial | $87,568 |
BOSTON PARTNERS1+ years Filed as: THE BOSTON COMPANY Service code 28 ONE BOSTON PLACE · BOSTON, MA 02108 | Investment Management | $57,441 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 52 · EIN 13-4064930 | Indirect Investment Fees | $57,392 |
TRUCKER HUSS1+ years Service code 29 · EIN 94-3216063 | Legal | $39,520 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $32,963 |
PENSION FUND EVALUATIONS, INC.1+ years Service code 17 2450 MIDDLE COUNTRY RD · CENTEREACH, NY 11720 | Pension Consulting | $22,500 |
ATALANTA SOSNOFF1+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $15,567 |
3D ASSET MANAGEMENT1+ years Service code 28 · EIN 20-3725583 | Investment Management | $15,149 |
COMERICA BANK1+ years Service code 18 · EIN 51-6029899 | Custodial (other than securities); Ot... | $13,101 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $381,942,733-100.0% | $286,961-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 3.24% | 9.19%-6.0pp | 2.61%+0.6pp | 9.19%-6.0pp |
| Employer contribution / active EE | $1,522 | $12,608-87.9% | $24,109-93.7% | $12,608-87.9% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $17-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $148-100.0% | $2,655,710-100.0% |