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 |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $276,030 |
Filed as: CBIZ BENEFITS & INSURANCE Service code 11 · EIN 31-1582098 | Actuarial | $206,001 |
NORTHERN TRUST COMPANY3 years Service code 21 · EIN 36-1561860 | Bank Trustee | $101,237 |
DELAWARE INVESTMENTS4+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 13-3465352 | Investment Management | $69,292 |
WESTFIELD CAPITAL MANAGEMENT3 years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 28 · EIN 80-0175963 | Investment Management | $64,488 |
ERNST & YOUNG LLP3 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $52,800 |
PACIFIC INCOME ADVISORS4+ years Filed as: PACIFIC INCOME ADVISERS Service code 28 · EIN 95-4067974 | Investment Management | $50,755 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | -5.92% | -1.32%-4.6pp | -0.67%-5.3pp | 10.56%-16.5pp |
| Employer contribution / active EE | $80,769 | $18,687+332.2% | $31,731+154.5% | $13,643+492.0% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |