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 13 · EIN 68-0315768 | Contract Administrator | $1,410,889 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: JP MORGAN Service code 27 · EIN 13-3200244 | Advisory (Plan) | $800,465 |
SANDS CAPITAL MANAGEMENT, LLC7+ years Filed as: SANDS CAPITAL Service code 28 · EIN 20-2830751 | Investment Management | $341,189 |
Filed as: TCW METROPOLITAN WEST ASSET MGMT. Service code 28 · EIN 95-3703295 | Investment Management | $245,816 |
Service code 28 · EIN 91-1042342 | Investment Management | $227,634 |
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 28 · EIN 06-1440627 | Investment Management | $209,416 |
EAGLE CAPITAL MANAGEMENT, LLC7+ years Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $199,044 |
VERUS7+ years Filed as: VERUS ADVISORY, INC Service code 27 · EIN 91-1320111 | Advisory (Plan) | $177,500 |
COMERICA BANK7+ years Service code 18 · EIN 42-1741646 | Shareholder servicing fees; Custodial... | $167,529 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS INC. Service code 28 · EIN 52-6435649 | Investment Management | $164,345 |
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 10.48% | 19.37%-8.9pp | 11.08%-0.6pp | 15.63%-5.2pp |
| Employer contribution / active EE | $16,917 | $13,107+29.1% | $28,409-40.4% | $11,476+47.4% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |