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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Service code 28 · EIN 95-4871482 | Investment Management | $177,695 |
BENSYS ADMINSTRATORS2+ years Service code 13 · EIN 38-2383171 | Contract Administrator | $127,145 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL Service code 28 301 S COLLEGE ST 2920 · CHARLOTTE, NC 28202 | Investment Management | $63,760 |
WELLINGTON TRUST COMPANY2+ years Filed as: WELLINGTON MANAGEMENT Service code 27 · EIN 04-2683227 | Advisory (Plan) | $61,912 |
ALGER1 year Filed as: ALFRED ALGER Service code 21 360 PARK AVE SOUTH · NEW YORK, NY 10010 | Bank Trustee | $60,798 |
VENUTI & ASSOCIATES2+ years Filed as: VENUTI AND ASSOCIATES Service code 11 · EIN 04-3721424 | Actuarial | $59,940 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $46,780 |
INVESTMENT PERFORMANCE SERVICES2+ years Filed as: INVESTMENT PERFORMANCE SPECIALISTS Service code 27 · EIN 58-1645832 | Advisory (Plan) | $45,000 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Filed as: BOYD WATTERSON Service code 28 1801 EAST 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $39,265 |
KRAW LAW GROUP2+ years Service code 29 · EIN 77-0171216 | Legal | $33,496 |
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 11.53% | 13.03%-1.5pp | 10.36%+1.2pp | 23.90%-12.4pp |
| Employer contribution / active EE | $7,027 | $15,779-55.5% | $37,738-81.4% | $16,539-57.5% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |