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 |
|---|---|---|
BOSTON PARTNERS1+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 98-0202744 | Investment Management | $137,501 |
CARDAY ASSOCIATES1+ years Filed as: CARDAY ASSOCIATES, INC. Service code 13 · EIN 53-0257019 | Contract Administrator | $134,654 |
WITHUMSMITH+BROWN, PC1+ years Filed as: BROWN ADVISORY Service code 28 · EIN 26-4560299 | Investment Management | $113,866 |
EDGAR LOMAX COMPANY1+ years Filed as: THE EDGAR LOMAX COMPANY Service code 28 · EIN 47-0657260 | Investment Management | $67,284 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 19 · EIN 36-4291971 | Securities Custodian | $65,000 |
ABERDEEN ASSET MANAGEMENT, INC.1+ years Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 · EIN 51-0368279 | Investment Management | $57,398 |
NEWTOWER TRUST COMPANY1+ years Service code 21 · EIN 30-0872552 | Bank Trustee | $47,035 |
BMO HARRIS BANK NA1+ years Filed as: M&T BANK Service code 49 · EIN 51-0055023 | Other Services | $46,027 |
THE MCKEOGH COMPANY1+ years Service code 11 · EIN 23-3003375 | Actuarial | $46,000 |
Service code 29 · EIN 52-1958229 | Legal | $37,046 |
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 | $35,636-100.0% | $442,730-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.5%-12.5pp | 1.8%-1.8pp |
| Annual return | 0.85% | 4.38%-3.5pp | 4.72%-3.9pp | 7.18%-6.3pp |
| Employer contribution / active EE | $18,623 | $13,406+38.9% | $30,821-39.6% | $13,095+42.2% |
| Participant deferral / active EE | $0 | $1,941-100.0% | $113-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $2,146-100.0% | $362-100.0% |