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 |
|---|---|---|
BENESYS, INC.7 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $387,020 |
VERUS7 years Filed as: VERUS ADVISORS, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $224,845 |
MCMORGAN & COMPANY LLC10+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 | Investment Mgmt Fees | $220,404 |
THE SEGAL COMPANY10+ years Service code 17 · EIN 13-1835864 | Pension Consulting | $137,155 |
ULLICO3 years Service code 51 8403 COLESVILLE RD · SILVER SPRINGS, MD 20910 | Investment Mgmt Fees | $122,197 |
US BANK5 years Service code 19 800 NICOLLET MALL · MINNEAPOLIS, MN 554027014 | Securities Custodian | $119,049 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 51 260 FRANKLIN ST · BOSTON, MA 02110 | Investment Mgmt Fees | $72,048 |
SPENCER FANE LLP2 years Filed as: SPENCER FANE Service code 29 2415 E CAMELBACK RD · PHOENIX, AZ 85016 | Legal | $66,680 |
Filed as: WALTER SCOTT ASSET MGT Service code 51 | Investment Mgmt Fees | $66,598 |
Filed as: PRUDENTIAL TRUST CO Service code 51 · EIN 23-6994310 | Investment Mgmt Fees | $65,473 |
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.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.57% | 10.50%+0.1pp | 9.65%+0.9pp | 9.22%+1.4pp |
| Employer contribution / active EE | $9,100 | $14,720-38.2% | $26,259-65.3% | $13,567-32.9% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |