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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $252,710 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675541 | Actuarial | $251,813 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $224,490 |
DELAWARE INVESTMENTS2 years Service code 28 2005 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $219,222 |
HARDING LOEVNER LP4+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-2964020 | Investment Management | $114,475 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO Service code 27 19 OLD KINGS HWY S · DARIEN, CT 06820 | Advisory (Plan) | $70,000 |
TURNER, STOEVE & GAGLIARDI, P.S.4+ years Filed as: TURNER, STOEVE, GAGLIARDI Service code 29 · EIN 91-0774959 | Legal | $48,646 |
FIERA CAPITAL2 years Filed as: FIERA Service code 28 375 PARK AVE · NEW YORK, NY 10152 | Investment Management | $41,481 |
ARISTOTLE CAPITAL MANAGEMENT2 years Service code 28 11100 SANTA MONICA BLVD · LOS ANGELES, CA 90025 | Investment Management | $39,544 |
SMITH GROUP4+ years Service code 28 · EIN 20-0424541 | Investment Management | $22,314 |
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.
Annual investment return 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $21,578,776-100.0% | $245,396-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | -15.43% | 2.02%-17.4pp | -752.26%+736.8pp | 33.37%-48.8pp |
| Employer contribution / active EE | $6,256 | $12,422-49.6% | $31,802-80.3% | $11,253-44.4% |
| Participant deferral / active EE | $0 | $0 | $47-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,223-100.0% | $99,113-100.0% |