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 |
|---|---|---|
Service code 28 · EIN 26-2237421 | Investment Management | $368,021 |
DWS FUNDS2 years Filed as: RREEF AMERICA L.L.C. Service code 28 · EIN 58-2364506 | Investment Management | $192,533 |
PANAGORA ASSET MANAGEMENT3 years Filed as: PANAGORA Service code 28 · EIN 04-3063840 | Investment Management | $190,678 |
MILLIMAN, INC.7 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $162,512 |
UNITED ADMINISTRATIVE SERVICES10+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $155,699 |
KRAW LAW GROUP10+ years Service code 29 · EIN 77-0171216 | Legal | $147,986 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 P.O. BOX 9510 · SAVANNAH, GA 31412 | Advisory (Plan) | $146,625 |
LOOMIS SAYLES9 years Service code 28 · EIN 04-3200030 | Investment Management | $101,916 |
Service code 28 · EIN 20-0292745 | Investment Management | $89,086 |
AB FUNDS9 years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $78,967 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 8.23% | 10.33%-2.1pp | 8.09%+0.1pp | 9.30%-1.1pp |
| Employer contribution / active EE | $19,969 | $14,972+33.4% | $28,732-30.5% | $12,557+59.0% |
| 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% | - |