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 |
|---|---|---|
DODGE & COX4+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $763,823 |
Service code 28 | Investment Management | $695,716 |
INTEGRITY ASSET MANAGEMENT4+ years Service code 28 · EIN 13-2700161 | Investment Management | $538,031 |
WILLIAM BLAIR4+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $518,216 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-0282125 | Bank Trustee | $345,927 |
TRUCKER HUSS4+ years Service code 29 · EIN 94-3216063 | Legal | $233,320 |
STATE STREET GLOBAL ADVISORS4+ years Service code 28 · EIN 01-1867445 | Investment Management | $194,287 |
Service code 11 · EIN 53-0181291 | Actuarial | $161,700 |
WILLIS TOWERS WATSON US LLC3 years Filed as: TOWERS WATSON INVESTMENT CONSULTING Service code 27 · EIN 52-1868818 | Advisory (Plan) | $152,630 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEMT Service code 28 · EIN 20-8058531 | Investment Management | $120,670 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $436,953-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -8.08% | 16.96%-25.0pp | -102.03%+93.9pp | 73.13%-81.2pp |
| Employer contribution / active EE | $3,381 | $5,316-36.4% | $36,229-90.7% | $8,421-59.8% |
| Participant deferral / active EE | $0 | $110-100.0% | $48-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $12,721-100.0% | - |