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 |
|---|---|---|
WEDGE CAPITAL MANAGEMENT10+ years Service code 51 · EIN 95-3046237 | Investment Mgmt Fees | $212,034 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $209,326 |
VERUS5 years Filed as: VERUS ADVISORY, INC Service code 16 · EIN 91-1320111 | Consulting | $168,000 |
WILLIAM C. EARHART CO., INC.10+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $137,924 |
COMERICA BANK10+ years Service code 18 · EIN 42-1741646 | Other investment fees and expenses; I... | $105,605 |
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $80,736 |
WITHUMSMITH+BROWN, PC3 years Filed as: WITHUM SMITH+BROWN, PC Service code 10 · EIN 22-2027092 | Accounting | $65,775 |
JPMORGAN INVEST HOLDINGS LLC5 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $43,727 |
CLIFTONLARSONALLEN LLP10+ years Service code 10 · EIN 41-0746749 | Accounting | $36,219 |
LINDA LARKIN10+ years Service code 29 · EIN 98-1321888 | Legal | $31,665 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.10% | 10.33%-1.2pp | 8.09%+1.0pp | 9.30%-0.2pp |
| Employer contribution / active EE | $18,958 | $14,972+26.6% | $28,732-34.0% | $12,557+51.0% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |