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 SOLUTIONS10+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $8,061,751 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $3,899,175 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES AND CO. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $3,047,917 |
WALTER SCOTT & PARTNERS LIMITED10+ years Filed as: WALTER SCOTT & PARTNERS LTD Service code 28 · EIN 98-0465834 | Investment Management | $1,210,907 |
BARON CAPITAL MANAGEMENT5 years Service code 28 · EIN 13-3122938 | Investment Management | $1,130,395 |
WILLIAM BLAIR4 years Filed as: WILLLIAM BLAIR Service code 51 · EIN 47-2614791 | Investment Mgmt Fees | $862,389 |
HAMILTON LANE ADVISORS, LLC10+ years Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $848,461 |
REINHART BOERNER VAN DEUREN S.C.10+ years Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $845,696 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $844,283 |
THE SEGAL COMPANY10+ years Filed as: THE SEGAL COMPANY, INC Service code 11 · EIN 13-1975125 | Actuarial | $812,153 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 8 reportable transactions. $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 | $181,263-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 8.10% | 9.57%-1.5pp | 12.57%-4.5pp | 9.57%-1.5pp |
| Employer contribution / active EE | $1,787 | $8,891-79.9% | $23,666-92.4% | $8,891-79.9% |
| Participant deferral / active EE | $0 | $333-100.0% | $13-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $187,584-100.0% | - |