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 & COX5+ years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $707,522 |
Service code 28 | Investment Management | $662,749 |
INTEGRITY ASSET MANAGEMENT5+ years Service code 28 · EIN 13-2700161 | Investment Management | $516,483 |
WILLIAM BLAIR5+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 47-2614791 | Investment Management | $506,048 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO BANK Service code 21 · EIN 94-0282125 | Bank Trustee | $301,565 |
TRUCKER HUSS5+ years Service code 29 · EIN 94-3216063 | Legal | $263,360 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $205,963 |
STATE STREET GLOBAL ADVISORS5+ years Service code 28 · EIN 01-1867445 | Investment Management | $182,980 |
Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $161,733 |
Filed as: TOWERS WATSON INVESTMENT Service code 27 · EIN 52-1868818 | Advisory (Plan) | $157,358 |
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 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 18.60% | 34.64%-16.0pp | 20.73%-2.1pp | 21.83%-3.2pp |
| Employer contribution / active EE | $4,868 | $7,654-36.4% | $36,500-86.7% | $12,237-60.2% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |