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 |
|---|---|---|
MEKETA INVESTMENT GROUP9 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $1,049,964 |
ARTISAN PARTNERS7 years Filed as: ARTISAN PARTNERS LMTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $993,826 |
MIDIOR CONSULTING7 years Service code 16 · EIN 04-3340176 | Consulting | $905,838 |
SCHULTHEIS & PANETTIERI, LLP7 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $841,580 |
LOOMIS SAYLES9 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $814,531 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $590,032 |
Filed as: WASHINGTON CAPITAL MANAGEMENT, INC Service code 28 · EIN 91-1042342 | Investment Management | $570,820 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INVESTMENT ADVISER INC Service code 28 · EIN 13-5673135 | Investment Management | $531,682 |
VITECH SYSTEMS GROUP3 years Filed as: VITECH SYSTEMS SUB LLC Service code 16 · EIN 13-3785492 | Consulting | $528,821 |
PRISA III4 years Service code 28 751 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $477,869 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 4.68% | 10.11%-5.4pp | 8.09%-3.4pp | 8.85%-4.2pp |
| Employer contribution / active EE | $16,821 | $12,795+31.5% | $28,732-41.5% | $8,529+97.2% |
| Participant deferral / active EE | $0 | $1-100.0% | $7-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |