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 13-2501278 | Contract Administrator | $296,319 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $179,674 |
MEKETA INVESTMENT GROUP10+ years Service code 17 · EIN 04-2659023 | Pension Consulting | $125,451 |
BUCHALTER8 years Service code 29 · EIN 95-2640846 | Legal | $100,537 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 51 1585 BROADWAY · NEW YORK, NY 10036 | Investment Mgmt Fees | $88,036 |
GILBERT & SACKMAN10+ years Service code 29 · EIN 95-2906951 | Legal | $80,295 |
MILLIMAN, INC.10+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $53,040 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $52,750 |
LOOMIS SAYLES8 years Filed as: LOOMIS, SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $36,545 |
HEITMAN REAL ESTATE SECURITIES10+ years Filed as: HEITMAN REAL ESTATE SECURITIES LLC Service code 51 · EIN 36-4265577 | Investment Mgmt Fees | $26,076 |
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 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 8.73% | 9.30%-0.6pp | 8.39%+0.3pp | 9.30%-0.6pp |
| Employer contribution / active EE | $11,516 | $12,557-8.3% | $41,487-72.2% | $12,557-8.3% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $40-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |