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 |
|---|---|---|
LORD ABBETT11+ years Filed as: LORD ABBETT & CO. Service code 28 · EIN 13-5620131 | Investment Management | $184,715 |
COMERICA BANK6 years Filed as: COMERICA BANK & TRUST, NA Service code 28 · EIN 42-1741646 | Investment Management | $165,492 |
Filed as: SELECT EQUITY GROUP, INC. Service code 28 · EIN 13-3669571 | Investment Management | $150,651 |
THE SEGAL COMPANY11+ years Service code 11 · EIN 06-0839113 | Actuarial | $132,969 |
GRAHAM GLOBAL4 years Filed as: GRAHAM CAPITAL MANAGEMENT LP Service code 28 · EIN 06-1398337 | Investment Management | $130,138 |
COLLEEN BRINDISI2 years Service code 30 · EIN 51-6045848 | Employee (plan); Direct payment from ... | $123,854 |
WHITESTAR ADVISORS, LLC11+ years Filed as: WHITESTAR ADVISORS LLC Service code 27 · EIN 03-0496641 | Advisory (Plan) | $93,752 |
Filed as: FRANK D. GREENBERG Service code 30 · EIN 51-6045848 | Direct payment from the plan; Employe... | $89,254 |
WELLINGTON TRUST COMPANY11+ years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $74,438 |
Service code 10 · EIN 04-3652965 | Accounting | $63,159 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.34% | 10.50%-1.2pp | 9.65%-0.3pp | 9.22%+0.1pp |
| Employer contribution / active EE | $9,751 | $14,720-33.8% | $26,259-62.9% | $13,567-28.1% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |