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 |
|---|---|---|
Service code 14 · EIN 83-0947948 | Plan Administrator | $1,223,907 |
INVESCO9+ years Service code 28 · EIN 58-1707262 | Investment Management | $942,775 |
Filed as: SILCHESTER Service code 28 · EIN 36-7045783 | Investment Management | $779,700 |
DODGE & COX4 years Service code 28 · EIN 94-1441976 | Investment Management | $557,621 |
T ROWE PRICE RPS INC9+ years Filed as: T ROWE PRICE Service code 28 · EIN 52-0556948 | Investment Management | $549,954 |
ASB CAPITAL MANAGEMENT9+ years Service code 28 · EIN 80-0618452 | Investment Management | $409,694 |
LOOMIS SAYLES7 years Service code 28 · EIN 04-3200030 | Investment Management | $300,000 |
VERUS9+ years Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $272,497 |
MERCER9+ years Service code 11 · EIN 13-2834414 | Actuarial | $246,611 |
Filed as: RANGER INVESTMENT MANAGEMENT LP Service code 28 · EIN 02-0661004 | Investment Management | $222,618 |
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 | $13,363-100.0% | $337,745-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 44.1%-44.1pp | 2.2%-2.2pp |
| Annual return | 10.06% | 9.11%+0.9pp | 9.57%+0.5pp | 9.11%+0.9pp |
| Employer contribution / active EE | $72,609 | $12,231+493.6% | $39,758+82.6% | $12,231+493.6% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $45-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $352,588-100.0% | $125-100.0% |