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 |
|---|---|---|
PENSION ASSURANCE LLP10+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 14 PO BOX 77000 · DETROIT, MI 48277 | Plan Administrator | $1,481,134 |
Service code 28 · EIN 75-2500241 | Investment Management | $221,235 |
Filed as: SILVERCREST ASSET MGNT GROUP Service code 28 · EIN 13-4194623 | Investment Management | $214,093 |
ERNST & YOUNG LLP3 years Filed as: ERNST AND YOUNG LLP Service code 65 1401 MCKINNEY ST STE 2400 · HOUSTON, TX 77010 | Account Maintenance | $203,118 |
MADISON INVESTMENTS SERVICES8 years Service code 28 · EIN 39-1994160 | Investment Management | $165,104 |
BARROW, HANLEY, MEWHINNEY & STRAUSS10+ years Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $143,394 |
LAZARD ASSET MANAGEMENT2 years Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $139,680 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 · EIN 51-0099493 | Bank Trustee | $91,688 |
MPS COMMUNICATIONS1 year Filed as: MPS CAPITAL ADVISORS Service code 70 6223 AVE 38TH FLR · NEW YORK, NY 10017 | Consulting Fees | $65,000 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET Service code 28 1 LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $39,309 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $308,621-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 57.2%-57.2pp | 2.1%-2.1pp |
| Annual return | 8.25% | 6.37%+1.9pp | 8.05%+0.2pp | 7.65%+0.6pp |
| Employer contribution / active EE | $48,662 | $48,945-0.6% | $42,669+14.0% | $20,599+136.2% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $71-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $8,774-100.0% | $193-100.0% |