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) | $265,048 |
Filed as: CBIZ Service code 11 · EIN 31-1582098 | Actuarial | $189,050 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $122,991 |
DELAWARE INVESTMENTS7+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 13-3465352 | Investment Management | $81,418 |
WESTFIELD CAPITAL MANAGEMENT3 years Filed as: WESTFIELD CAPITAL MANAGEMENT CO. Service code 28 · EIN 80-0175963 | Investment Management | $71,393 |
ERNST & YOUNG LLP6 years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $54,450 |
PACIFIC INCOME ADVISORS7+ years Filed as: PACIFIC INCOME ADVISERS Service code 28 · EIN 95-4067974 | Investment Management | $30,433 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $88,833-100.0% | $151,098-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 5.9%-5.9pp | 16.3%-16.3pp | 8.4%-8.4pp |
| Annual return | 11.15% | 12.41%-1.3pp | 11.31%-0.2pp | 18.34%-7.2pp |
| Employer contribution / active EE | $0 | $18,122-100.0% | $35,729-100.0% | $14,665-100.0% |
| Participant deferral / active EE | $0 | $427-100.0% | $237-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $6,633-100.0% | $20,124-100.0% | $9,141-100.0% |