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 |
|---|---|---|
TEAMCO1+ years Service code 28 · EIN 56-2291206 | Investment Management | $4,812,227 |
UFCW LOCAL 51+ years Filed as: UFCW BENEFITS ADMINISTRATION LLC Service code 13 1800 PHOENIX BLVD. · COLLEGE PARK, GA 30349 | Contract Administrator | $2,222,443 |
FOREFRONT ANALTYICS1+ years Filed as: FOREFRONT ANALYTICS, LLC Service code 28 · EIN 26-2335397 | Investment Management | $1,598,283 |
ARDEN ASSET MANAGEMENT LLC1+ years Service code 28 · EIN 71-0992569 | Investment Management | $1,494,673 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $1,370,863 |
WALTER SCOTT & PARTNERS LIMITED1+ years Filed as: WALTER SCOTT & PARTNERS GROUP Service code 28 · EIN 76-6192146 | Investment Management | $1,270,152 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT COMPANY Service code 28 · EIN 04-2683227 | Investment Management | $809,519 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 28 · EIN 65-0080824 | Investment Management | $708,271 |
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 28 · EIN 52-1540171 | Investment Management | $507,146 |
NISA INVESTMENT ADVISORS, LLC1+ years Filed as: NISA INVESTMENT ADVISORS Service code 28 · EIN 48-1140940 | Investment Management | $482,342 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $47,522-100.0% | $192,069-100.0% | $47,522-100.0% |
| Participation rate | 0.0% | 9.2%-9.2pp | 13.2%-13.2pp | 9.2%-9.2pp |
| Annual return | -15.01% | -0.08%-14.9pp | -0.79%-14.2pp | -0.08%-14.9pp |
| Employer contribution / active EE | $1,637 | $7,991-79.5% | $28,419-94.2% | $7,991-79.5% |
| Participant deferral / active EE | $0 | $325-100.0% | $37-100.0% | $325-100.0% |
| Admin fee / account holder | $0 | $275-100.0% | $6,324-100.0% | $275-100.0% |