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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2 years Service code 14 · EIN 52-1590516 | Plan Administrator | $169,510 |
COLUMBIA10+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $160,802 |
NUVEEN10+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $152,984 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $135,962 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $126,846 |
THE SEGAL COMPANY2 years Filed as: SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $117,390 |
Service code 28 · EIN 85-0533240 | Investment Management | $101,987 |
BMO HARRIS BANK NA10+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $67,426 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $66,650 |
ULLICO2 years Filed as: ULLICO INFRASTRUCTURE Service code 28 · EIN 43-7849000 | Investment Management | $62,993 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.95% | 11.08%+0.9pp | 8.09%+3.9pp | 8.76%+3.2pp |
| Employer contribution / active EE | $11,209 | $13,876-19.2% | $28,732-61.0% | $16,627-32.6% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |