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 SOLUTIONS3 years Service code 14 · EIN 52-1590516 | Plan Administrator | $174,594 |
COLUMBIA11+ years Filed as: COLUMBIA MANAGEMENT INVESTMENT ADVI Service code 28 · EIN 41-1533211 | Investment Management | $170,214 |
NUVEEN11+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 28 · EIN 27-4357327 | Investment Management | $148,657 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $127,802 |
Service code 28 · EIN 85-0533240 | Investment Management | $108,247 |
THE SEGAL COMPANY3 years Filed as: SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $69,098 |
SCHULTHEIS & PANETTIERI, LLP7 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $67,975 |
ULLICO3 years Filed as: ULLICO INFRASTRUCTURE Service code 28 · EIN 43-7849000 | Investment Management | $64,592 |
BMO HARRIS BANK NA11+ years Filed as: M & T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $62,476 |
PROSKAUER ROSE LLP11+ years Service code 29 · EIN 13-1840454 | Legal | $57,302 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 11.65% | 9.24%+2.4pp | 9.65%+2.0pp | 10.71%+0.9pp |
| Employer contribution / active EE | $10,930 | $14,215-23.1% | $26,259-58.4% | $14,986-27.1% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |