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 |
|---|---|---|
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 1300 EAST NINTH STREET · CLEVELAND, OH 44114 | Advisory (Plan) | $133,131 |
Filed as: HORIZON ACTURIAL SERVICES, LLC Service code 11 · EIN 26-1370698 8601 GEORGIA AVE, STE 700 · SILVER SPRINGS, MD 20910 | Actuarial | $59,825 |
GCM GROSVENOR4 years Filed as: GROSVENOR CAPITAL MANAGEMENT L.P. Service code 19 · EIN 36-3795985 900 NORTH MICHIGAN AVE · CHICAGO, IL 60611 | Securities Custodian | $49,656 |
AMERICAN REALTY ADVISORS4 years Filed as: AMERICAN REALTY ADVISOR Service code 19 · EIN 33-0123114 515 S FLOWER STREET · LOS ANGELES, CA 90071 | Securities Custodian | $45,058 |
GOLDMAN SACHS4 years Filed as: WESTPORT CAPITAL PARTNERS LLC Service code 19 · EIN 46-5615805 40 DANBURY RD · WILTON, CT 06897 | Securities Custodian | $42,545 |
Filed as: MESIROW FINANCIAL, INC Service code 19 · EIN 36-3194849 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Securities Custodian | $38,465 |
LAUREL NIELSEN4 years Filed as: LAUREL NIELSON Service code 15 · EIN 62-1523674 | Recordkeeping | $36,006 |
ULLICO2 years Filed as: THE UNION LABOR LIFE INSURANCE Service code 23 · EIN 13-1423090 1625 EYE STREET N.W. · WASHINGTON, DC 20006 | Insurance services; Direct payment fr... | $34,760 |
STATE STREET GLOBAL ADVISORS4 years Service code 19 · EIN 81-4017137 200 S WALKER DRIVE · CHICAGO, IL 60654 | Securities Custodian | $34,145 |
DGPERRY, PLLC1 year Service code 10 · EIN 83-3033790 3711 STARRS CENTRE DRIVE · CANFIELD, OH 44406 | Accounting | $34,033 |
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 | $178,317-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 9.44% | 9.12%+0.3pp | 9.57%-0.1pp | 10.77%-1.3pp |
| Employer contribution / active EE | $9,870 | $14,150-30.3% | $26,706-63.0% | $15,292-35.5% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $213-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $1,620-100.0% | - |