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.
Annual investment return 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 | $140,769-90.7% | $107,525-87.8% | $140,769-90.7% |
| Participation rate | 98.4% | 74.2%+24.3pp | 75.1%+23.3pp | 74.2%+24.3pp |
| Annual return | 12.98% | 16.82%-3.8pp | 181.32%-168.3pp | 16.82%-3.8pp |
| Employer contribution / active EE | $874 | $3,906-77.6% | $3,754-76.7% | $3,906-77.6% |
| Participant deferral / active EE | $14 | $6,717-99.8% | $5,116-99.7% | $6,717-99.8% |
| Admin fee / account holder | $48 | $229-79.0% | $8,919-99.5% | $229-79.0% |