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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 11 · EIN 13-3689044 | Actuarial | $154,063 |
WELLINGTON TRUST COMPANY1+ years Service code 28 · EIN 04-2755549 | Investment Management | $139,701 |
NORTHERN TRUST COMPANY1+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $76,230 |
Filed as: LONGFELLOW INVESTMENT MANAGEMENT CO Service code 28 · EIN 04-2933956 | Investment Management | $70,690 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY IIA Service code 17 · EIN 11-3658445 | Pension Consulting | $60,497 |
RHUMBLINE ADVISORS1+ years Filed as: RHUMBLINE ADVISORS FUND Service code 21 · EIN 61-6310014 | Bank Trustee | $39,037 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ ADVISORS LLC - GOLDEN STATE Service code 10 · EIN 43-1947695 | Accounting | $25,359 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE/MORGAN STANLEY SMITH BARY Service code 17 · EIN 11-3658445 | Pension Consulting | $19,962 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET RESEARCH & MANAGEMENT Service code 28 · EIN 13-3142135 | Investment Management | $18,073 |
STEPSTONE GROUP REAL ESTATE LP1+ years Service code 16 · EIN 38-3930662 | Consulting | $15,000 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 9.25% | 9.22%0pp | 8.80%+0.4pp | 9.22%0pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $29,429-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $58-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |