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 |
|---|---|---|
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $276,461 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 17 · EIN 80-0250512 222 BERKELEY ST · BOSTON, MA 02116 | Pension Consulting | $205,173 |
ACADIAN ASSET MANAGEMENT LLC7 years Filed as: ACADIAN ASSET MANAGEMENT Service code 17 260 FRANKLIN STREET · BOSTON, MA 02110 | Pension Consulting | $162,036 |
BENESYS, INC.6 years Filed as: BENESYS INC Service code 13 · EIN 52-1796473 N27 W23233 ROUNDY DR · PEWAUKEE, WI 53072 | Contract Administrator | $158,056 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 · EIN 84-3937993 | Investment Management | $105,807 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 1 FINANCIAL CTR · BOSTON, MA 02111 | Investment Management | $90,895 |
THE SEGAL COMPANY9 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1975125 101 NORTH WACKER DR · CHICAGO, IL 60606 | Consulting | $82,373 |
MARQUETTE ASSOCIATES4 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $80,000 |
CALIBRE CPA GROUP PLLC9 years Service code 10 · EIN 47-0900880 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Accounting | $48,157 |
COMERICA BANK9 years Service code 19 · EIN 42-1741646 411 W LAFAYETTE AVE · DETROIT, MI 48226 | Securities Custodian | $40,137 |
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 | 11.95% | 10.50%+1.5pp | 9.65%+2.3pp | 9.22%+2.7pp |
| Employer contribution / active EE | $15,482 | $14,720+5.2% | $26,259-41.0% | $13,567+14.1% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |