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.5 years Filed as: WILLIAM C. EARHART CO. INC. Service code 13 · EIN 93-0509592 | Contract Administrator | $328,405 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: JP MORGAN CHASE BANK, NA Service code 28 · EIN 13-4994650 | Investment Management | $274,612 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA FIDUCIARY MANAGMENT Service code 28 · EIN 47-2126910 | Investment Management | $234,649 |
CROW HOLDINGS CAPITAL2 years Service code 28 3819 MAPLE AVENUE · DALLAS, TX 75219 | Investment Management | $141,858 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC. Service code 27 · EIN 36-3109431 | Advisory (Plan) | $75,000 |
KOHLBERG & ASSOCIATES1 year Filed as: KOHLBERG, KRAVIS, ROBERTS & CO., LP Service code 28 · EIN 13-2857105 | Investment Management | $62,745 |
AB FUNDS4 years Filed as: ALLIANCE BERNSTEIN LLC Service code 28 | Investment Management | $53,527 |
NOVAK FRANCELLA LLC4 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $45,984 |
COMERICA BANK5 years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $45,693 |
HAMILTON LANE ADVISORS, LLC5 years Service code 28 · EIN 23-2962336 | Investment Management | $44,030 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 5.68% | 10.33%-4.7pp | 8.09%-2.4pp | 9.30%-3.6pp |
| Employer contribution / active EE | $19,132 | $14,972+27.8% | $28,732-33.4% | $12,557+52.4% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |