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) | $115,155 |
RAEL & LETSON2+ years Service code 11 · EIN 94-1701048 | Actuarial | $92,084 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON COMPANY Service code 28 ONE BOSTON PLACE · BOSTON, MA 02108 | Investment Management | $63,783 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN L.P. Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $53,659 |
GOLDMAN SACHS2+ years Filed as: DSF CAPITAL PARTNERS IV Service code 28 · EIN 32-0368268 | Investment Management | $47,467 |
PENSION FUND EVALUATIONS, INC.2+ years Service code 17 2450 MIDDLE COUNTRY RD · CENTEREACH, NY 11720 | Pension Consulting | $24,000 |
TRUCKER HUSS2+ years Service code 29 · EIN 94-3216063 | Legal | $21,958 |
ATALANTA SOSNOFF2+ years Filed as: ATALANTA SOSNOFF CAPITAL Service code 28 · EIN 20-0461050 | Investment Management | $20,082 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $18,987 |
3D ASSET MANAGEMENT2+ years Service code 28 · EIN 20-3725583 | Investment Management | $17,428 |
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.
Employer contribution per participant 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 | $0 | $42,250-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.8%-18.8pp | 0.0%0pp |
| Annual return | 10.58% | 17.84%-7.3pp | 7.25%+3.3pp | 17.84%-7.3pp |
| Employer contribution / active EE | $1,616 | $14,688-89.0% | $33,137-95.1% | $14,688-89.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $13-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $159-100.0% | - |