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 |
|---|---|---|
WILLIAM C. EARHART CO., INC.6 years Filed as: WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $373,371 |
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA FIDUCIARY MANAGMENT Service code 28 · EIN 47-2126910 | Investment Management | $258,237 |
JPMORGAN INVEST HOLDINGS LLC6 years Filed as: JP MORGAN CHASE BANK, NA Service code 28 · EIN 13-4994650 | Investment Management | $219,281 |
CROW HOLDINGS CAPITAL3 years Service code 28 3819 MAPLE AVENUE · DALLAS, TX 75219 | Investment Management | $95,867 |
AON CONSULTING6 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $75,000 |
KOHLBERG & ASSOCIATES2 years Filed as: KOHLBERG, KRAVIS, ROBERTS & CO., LP Service code 28 · EIN 13-2857105 | Investment Management | $68,331 |
COMERICA BANK6 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $53,980 |
NOVAK FRANCELLA LLC5 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $50,540 |
FOSTER & FOSTER4 years Filed as: FOSTER & FOSTER, INC. Service code 11 · EIN 59-1921114 | Actuarial | $36,973 |
HAMILTON LANE ADVISORS, LLC6 years Service code 28 · EIN 23-2962336 | Investment Management | $26,986 |
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.
Annual investment return 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 | 4.68% | 10.50%-5.8pp | 9.65%-5.0pp | 9.22%-4.5pp |
| Employer contribution / active EE | $20,846 | $14,720+41.6% | $26,259-20.6% | $13,567+53.7% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |