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 |
|---|---|---|
BTT INTERNATIONAL PENSION FUND11+ years Service code 13 · EIN 52-6127745 | Contract Administrator | $605,053 |
COMERICA BANK8 years Service code 19 · EIN 38-1998421 P O BOX 67600 · DETROIT, MI 48268 | Securities Custodian | $169,107 |
ARROWSTREET CAPITAL3 years Filed as: ARROWSTREET CAPITAL LTD Service code 27 200 CLARENDON STREET, 30TH FL · BOSTON, MA 02116 | Advisory (Plan) | $141,105 |
ALAN BILLER & ASSOCIATES1 year Service code 17 535 MIDDLEFIELD RD, SUITE 230 · MENLO PARK, CA 94025 | Pension Consulting | $76,375 |
CALIBRE CPA GROUP PLLC11+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $23,690 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE & SOLUTIONS INC Service code 49 3000 SOUTH LENOIA RD · MAPLE, NJ 08052 | Other Services | $17,847 |
Filed as: JOHN HANCOCK Service code 19 RETIREMENT PLAN SERVICES-P.O BOX940 · NORWOOD, MA 02062 | Securities Custodian | $17,036 |
FUIMAN MOGILA, LLP3 years Filed as: FUIMAN MOGILA LLP Service code 29 5 PENN PLAZA 23RD FL · NEW YORK, NY 10001 | Legal | $16,250 |
EBERTS & HARRISON11+ years Service code 22 · EIN 52-0816262 | Insurance Broker | $15,951 |
CHEIRON11+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $7,300 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,111 | $142,480-90.8% | $105,223-87.5% | $142,480-90.8% |
| Participation rate | 98.4% | 76.2%+22.2pp | 75.0%+23.4pp | 76.2%+22.2pp |
| Annual return | 12.98% | 16.32%-3.3pp | 180.65%-167.7pp | 16.32%-3.3pp |
| Employer contribution / active EE | $874 | $3,867-77.4% | $3,689-76.3% | $3,867-77.4% |
| Participant deferral / active EE | $14 | $6,807-99.8% | $5,072-99.7% | $6,807-99.8% |
| Admin fee / account holder | $48 | $307-84.3% | $8,859-99.5% | $307-84.3% |