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 |
|---|---|---|
GREAT LAKES ADVISORS, LLC2 years Service code 28 · EIN 80-0292839 | Investment Management | $463,748 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Service code 28 · EIN 91-1042342 | Investment Management | $398,408 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $330,499 |
Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $216,423 |
THE BANK OF NEW YORK MELLON10+ years Filed as: U.S. BANK, N.A. Service code 19 · EIN 31-0841368 | Securities Custodian | $162,104 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $110,269 |
BENESYS, INC.4 years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $108,923 |
VERUS2 years Filed as: VERUS ADVISORY, INC. Service code 27 · EIN 91-1320111 | Advisory (Plan) | $93,750 |
MMA SECURITIES LLC1 year Filed as: MARSH MCLENNAN AGENCY, LLC Service code 22 · EIN 36-1436000 | Insurance Broker | $40,158 |
CHRISTENSEN, JAMES & MARTIN10+ years Service code 29 · EIN 88-0330040 | Legal | $39,854 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $138,807-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 15.46% | 10.71%+4.8pp | 8.39%+7.1pp | 10.71%+4.8pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $20,497-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $16-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |