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 |
|---|---|---|
THE SEGAL COMPANY6 years Filed as: SEGAL CONSULTING Service code 16 · EIN 13-1975125 101 NORTH WACKER DR · CHICAGO, IL 60606 | Consulting | $150,547 |
BENESYS, INC.3 years Filed as: BENESYS INC Service code 13 N27 W23233 ROUNDY DR · PEWAUKEE, WI 53072 | Contract Administrator | $143,400 |
Filed as: GW&K INVESTMENT MANAGEMENT Service code 17 · EIN 80-0250512 222 BERKELEY ST · BOSTON, MA 02116 | Pension Consulting | $130,595 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $117,634 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MANAGEMENT Service code 17 260 FRANKLIN STREET · BOSTON, MA 02110 | Pension Consulting | $111,020 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 21 · EIN 52-6435649 | Bank Trustee | $79,470 |
MARQUETTE ASSOCIATES1 year Service code 27 · EIN 36-3485298 | Advisory (Plan) | $54,000 |
Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 385 EAST COLORADO BLVD · PASADENA, CA 91101 | Investment Management | $50,910 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & COMPANY Service code 28 1 FINANCIAL CTR · BOSTON, MA 02111 | Investment Management | $40,911 |
THE SEGAL COMPANY5 years Filed as: SEGAL ADVISORS, INC Service code 17 · EIN 13-2646110 101 NORTH WACKER DR · CHICAGO, IL 60606 | Pension Consulting | $29,167 |
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -8.27% | -7.95%-0.3pp | -5.84%-2.4pp | 23.41%-31.7pp |
| Employer contribution / active EE | $15,148 | $13,972+8.4% | $31,839-52.4% | $12,650+19.8% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |