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 |
|---|---|---|
COLUMBIA1 year Filed as: COLUMBIA MANAGEMENT INVESTMENT ADV Service code 28 · EIN 41-1533211 | Investment Management | $133,912 |
NUVEEN6+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $101,054 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $72,930 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS INC Service code 28 · EIN 52-6435649 | Investment Management | $60,448 |
SCHULTHEIS & PANETTIERI, LLP6+ years Service code 10 · EIN 13-1577780 | Accounting | $58,050 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 19 · EIN 22-1211670 | Securities Custodian | $53,757 |
GOLDMAN SACHS4 years Filed as: CRESCENT MEZZANINE PARTNERS VIIB LP Service code 28 · EIN 47-3358654 | Investment Management | $50,742 |
PROSKAUER ROSE LLP6+ years Service code 29 · EIN 13-1840454 | Legal | $50,117 |
BMO HARRIS BANK NA6+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $38,482 |
AMERICAN FUNDS6+ years Filed as: CRESCENT CAPITAL HIGH INCOME FUND B Service code 28 · EIN 45-5287411 | Investment Management | $32,784 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 9.65% | 6.41%+3.2pp | 8.01%+1.6pp | 11.45%-1.8pp |
| Employer contribution / active EE | $9,355 | $11,592-19.3% | $29,475-68.3% | $17,219-45.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |