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 9-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 |
|---|---|---|
Service code 14 · EIN 53-0220586 | Plan Administrator | $671,860 |
BELL ASSET MANAGEMENT LIMITED9+ years Service code 51 · EIN 04-3412674 | Investment Mgmt Fees | $571,370 |
JOHNSTON ASSET MANAGEMENT8 years Filed as: HARDMAN JOHNSTON Service code 28 · EIN 13-3257590 | Investment Management | $401,828 |
LSV ASSET MANAGEMENT9+ years Service code 28 · EIN 23-2772200 | Investment Management | $381,138 |
LOOMIS SAYLES8 years Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $358,212 |
THE SEGAL COMPANY9+ years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $307,540 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $300,587 |
BOSTON TRUST WALDEN COMPANY9+ years Filed as: BOSTON TRUST & INVESTMENT MANAGEMEN Service code 21 · EIN 04-2273811 | Bank Trustee | $286,530 |
COMERICA BANK9+ years Filed as: COMERICA Service code 19 · EIN 42-1741646 | Securities Custodian | $285,403 |
CHEIRON9+ years Filed as: CHEIRON INC. Service code 11 · EIN 13-4215617 | Actuarial | $241,715 |
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.
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 | $0 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 7.44% | 9.22%-1.8pp | 9.49%-2.0pp | 9.22%-1.8pp |
| Employer contribution / active EE | $21,957 | $13,567+61.8% | $29,215-24.8% | $13,567+61.8% |
| Participant deferral / active EE | $3,564 | $575+520.2% | $359+892.2% | $575+520.2% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |