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 |
|---|---|---|
GOLDMAN SACHS2 years Service code 28 · EIN 36-2152202 | Investment Management | $636,960 |
FID INV INST OPS CO11+ years Service code 11 · EIN 04-2647786 | Actuarial | $609,322 |
THE BANK OF NEW YORK MELLON7 years Service code 21 · EIN 13-5160382 | Bank Trustee | $125,445 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $95,868 |
ATHERTON & ASSOCIATES LLP11+ years Service code 10 · EIN 13-3575635 | Accounting | $46,500 |
BLACKROCK7 years Service code 27 · EIN 13-3806691 | Advisory (Plan) | $18,471 |
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 11.52% | 9.22%+2.3pp | 1.35%+10.2pp | 9.22%+2.3pp |
| Employer contribution / active EE | $7,354 | $13,567-45.8% | $35,483-79.3% | $13,567-45.8% |
| Participant deferral / active EE | $0 | $575-100.0% | $386-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |