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: CHARTWELL Service code 28 · EIN 36-4776242 | Investment Management | $235,500 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-1645832 | Advisory (Plan) | $175,226 |
Filed as: PRUDENTIAL INSURANCE Service code 28 · EIN 22-1211670 | Investment Management | $139,691 |
HEWITT ASSOCIATES LLC10+ years Filed as: AONHEWITT ASSOCIATES Service code 11 · EIN 36-2235791 | Actuarial | $112,112 |
GREAT-WEST LIFE & ANNUITY INSURANCE10+ years Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $63,300 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL, BRYANT Service code 28 · EIN 41-1788385 | Investment Management | $44,970 |
ULLICO6 years Service code 28 · EIN 13-1423090 | Investment Management | $42,450 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT INSURANCE Service code 53 · EIN 46-0619194 | Insurance Commissions | $40,802 |
XPONANCE, INC.6 years Filed as: XPONANCE Service code 28 · EIN 20-2103144 | Investment Management | $17,791 |
ROCKIT CONSULTING4 years Service code 16 · EIN 46-0712549 | Consulting | $17,266 |
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.
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 5.60% | 10.71%-5.1pp | 16.77%-11.2pp | 10.71%-5.1pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $28,306-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $40-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |