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 |
|---|---|---|
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $398,011 |
BEACON POINTE ADVISORS LLC3 years Filed as: BEACON ADMINISTRATORS & CONSULTANTS Service code 13 · EIN 83-1544721 | Contract Administrator | $148,124 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-4835864 | Actuarial | $66,734 |
Filed as: HARDMAN JOHNSON GLOBAL ADVISORS LLC Service code 28 · EIN 13-3257590 | Investment Management | $43,755 |
NOVAK FRANCELLA LLC6 years Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $38,575 |
Service code 27 · EIN 36-3555078 | Advisory (Plan) | $34,000 |
Filed as: SIERRA INVESTMENT PARTNERS INC Service code 28 · EIN 68-0370668 | Investment Management | $25,344 |
O'DONOGHUE & O'DONOGHUE6 years Service code 29 · EIN 53-0120528 | Legal | $23,010 |
FIRST EAGLE4 years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 | Investment Management | $22,935 |
NEWTOWER TRUST COMPANY6 years Service code 28 · EIN 30-0872552 | Investment Management | $19,702 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | 6.89% | 11.08%-4.2pp | 8.09%-1.2pp | 8.76%-1.9pp |
| Employer contribution / active EE | $5,471 | $13,910-60.7% | $28,674-80.9% | $16,640-67.1% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |