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 |
|---|---|---|
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO ADVISORS LLC Service code 16 · EIN 34-1542819 | Consulting | $807,287 |
DELTA CAPITAL MANAGEMENT LLC10+ years Service code 51 · EIN 35-2250472 | Investment Mgmt Fees | $386,154 |
WESTFIELD CAPITAL MANAGEMENT10+ years Service code 28 · EIN 80-0175963 | Investment Management | $371,500 |
EDGAR LOMAX COMPANY10+ years Service code 28 · EIN 47-0657260 | Investment Management | $360,785 |
FIDUCIARY INVESTMENT ADVISORS10+ years Filed as: FIDUCIARY TRUST COMPANY INT Service code 51 · EIN 13-6122956 | Investment Mgmt Fees | $253,309 |
HRSA-ILA FRINGE BENEFIT ESCROW FUND10+ years Service code 13 · EIN 54-1218271 | Contract Administrator | $250,414 |
AB FUNDS10+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $244,097 |
TOWNE INSURANCE10+ years Service code 22 · EIN 31-1774380 | Insurance Broker | $138,185 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $117,138 |
CAMBIAR INVESTORS LLC10+ years Filed as: CAMBIAR Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $109,625 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 7.26% | 9.22%-2.0pp | 9.49%-2.2pp | 9.22%-2.0pp |
| Employer contribution / active EE | $8,555 | $13,567-36.9% | $29,215-70.7% | $13,567-36.9% |
| Participant deferral / active EE | $0 | $575-100.0% | $359-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |