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 |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC9+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $665,442 |
CHEIRON8 years Filed as: CHEIRON INC Service code 11 · EIN 13-4215617 | Actuarial | $156,661 |
SLEVIN & HART, P.C.2 years Filed as: SLEVIN HART PC Service code 29 · EIN 52-1708613 | Legal | $143,839 |
HAMILTON LANE ADVISORS, LLC5 years Filed as: HAMILTON LANE PARTNERS Service code 28 · EIN 23-2962336 | Investment Management | $98,107 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 28 · EIN 04-2895544 | Investment Management | $95,773 |
INVESTMENT PERFORMANCE SERVICES9+ years Filed as: INVESTMENT PERFORMANCE SERVICE Service code 16 · EIN 58-2432390 | Consulting | $90,000 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $89,793 |
LOOMIS SAYLES8 years Service code 28 · EIN 04-3200030 | Investment Management | $67,522 |
JOHNSTON ASSET MANAGEMENT5 years Filed as: JOHNSTON GLOBAL ADVISORS Service code 28 · EIN 13-3257590 | Investment Management | $63,055 |
WEDGE CAPITAL MANAGEMENT2 years Filed as: WEDGE CAPITAL MANAGEMENT LP Service code 28 · EIN 56-1557450 | Investment Management | $55,827 |
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 | $13,363-100.0% | $422,209-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.3%-23.3pp | 2.2%-2.2pp |
| Annual return | 5.79% | 8.84%-3.0pp | 12.68%-6.9pp | 9.11%-3.3pp |
| Employer contribution / active EE | $2,890 | $8,705-66.8% | $41,588-93.1% | $12,231-76.4% |
| Participant deferral / active EE | $0 | $127-100.0% | $96-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $10,609-100.0% | $125-100.0% |