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 |
|---|---|---|
E.I.S.B., INC.2+ years Service code 14 · EIN 94-1541240 | Plan Administrator | $570,369 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $555,251 |
INTECH INVESTMENT MANAGEMENT LLC2+ years Service code 28 · EIN 01-0614895 | Investment Management | $369,010 |
DODGE & COX2+ years Service code 28 · EIN 94-1441976 | Investment Management | $316,094 |
Service code 28 · EIN 26-2237421 | Investment Management | $305,068 |
BLACKROCK2+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $299,179 |
IFM INVESTORS PTY LTD2+ years Service code 28 114 W 47TH ST FL 26 · NEW YORK, NY 10036 | Investment Management | $255,746 |
ALAN BILLER & ASSOCIATES2+ years Service code 27 · EIN 94-2854958 | Advisory (Plan) | $82,500 |
BOLTON PARTNERS, INC.2+ years Filed as: BOLTON PARTNERS Service code 11 · EIN 27-3666661 | Actuarial | $59,500 |
COMERICA BANK2+ years Service code 18 · EIN 94-6062674 | Other investment fees and expenses; C... | $57,639 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 10.38% | 3.63%+6.7pp | 4.16%+6.2pp | 9.19%+1.2pp |
| Employer contribution / active EE | $12,175 | $11,363+7.1% | $29,966-59.4% | $12,608-3.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |