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 8-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: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $1,171,705 |
WELLINGTON TRUST COMPANY8+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $838,709 |
ROBERTS & HOLLAND8+ years Service code 29 · EIN 13-1833405 | Legal | $679,985 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $417,311 |
BLITMAN & KING8+ years Service code 29 443 NORTH FRANKLIN STREET · SYRACUSE, NY 132045412 | Legal | $325,830 |
ALLSPRING3 years Filed as: ALLSPRING GLOBAL INVESTMENTS, LLC Service code 28 525 MARKET STREET, 12TH FLOOR · SAN FRANCISCO, CA 94105 | Investment Management | $288,650 |
RIVERBRIDGE PARTNERS8+ years Service code 28 80 SOUTH EIGHTH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $265,498 |
SEI INVESTMENTS8+ years Filed as: COOKE & BIELER, LP Service code 28 · EIN 23-3082822 | Investment Management | $215,345 |
MERCER8+ years Filed as: MERCER HEALTH & BENEFITS ADM. LLC Service code 16 · EIN 34-2015463 4565 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Consulting | $181,142 |
Filed as: PRUDENTIAL TRUST CO-QMA Service code 28 · EIN 23-6994310 | Investment Management | $176,885 |
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 | $197,205-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 26.7%-26.7pp | 0.0%0pp |
| Annual return | 11.72% | 10.71%+1.0pp | 9.79%+1.9pp | 10.71%+1.0pp |
| Employer contribution / active EE | $192,630 | $14,986+1185.4% | $40,174+379.5% | $14,986+1185.4% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $199-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $1,949-100.0% | - |