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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS1+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $377,805 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 | Investment Management | $253,560 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ADVISORS Service code 27 | Advisory (Plan) | $191,667 |
CONNER & WINTERS1+ years Service code 29 · EIN 73-1388566 | Legal | $113,958 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 94-1503999 | Actuarial | $90,536 |
LOOMIS SAYLES1+ years Service code 28 P.O. BOX 5493 · BOSTON, MA 02206 | Investment Management | $79,550 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET GLOBAL Service code 28 · EIN 04-1867445 | Investment Management | $75,772 |
EASTERLY PARTNERS1+ years Service code 28 138 CORANT STREET · BEVERLY, MA 01915 | Investment Management | $38,227 |
Filed as: BRANDYWINE GLOBAL Service code 28 · EIN 51-0412248 | Investment Management | $35,878 |
HARPER & PEARSON COMPANY, P.C.1+ years Filed as: HARPER AND PEARSON CPA'S Service code 10 | Accounting | $33,280 |
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.
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 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | -1.65% | 6.13%-7.8pp | 4.74%-6.4pp | 9.19%-10.8pp |
| Employer contribution / active EE | $3,257 | $10,206-68.1% | $36,089-91.0% | $12,608-74.2% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |