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 |
|---|---|---|
HSM ADMIN OFFICE5 years Service code 14 · EIN 99-0115396 | Plan Administrator | $223,330 |
F/M INVESTMENTS LLC1 year Filed as: F/M INVESTMENTS, LLC Service code 28 · EIN 93-4308588 | Investment Management | $180,180 |
CENTRAL PACIFIC BANK10+ years Service code 19 · EIN 99-0309010 | Securities Custodian | $178,162 |
BOSTON PARTNERS10+ years Service code 28 · EIN 04-3270358 | Investment Management | $158,798 |
DODGE & COX10+ years Service code 28 · EIN 94-1441976 | Investment Management | $152,656 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY Service code 28 · EIN 81-5465684 | Investment Management | $141,099 |
MILLER HOWARD10+ years Service code 28 · EIN 14-1710657 | Investment Management | $110,722 |
STONEBRIDGE1 year Filed as: STONEBRIDGE ADVISORS LLC Service code 28 · EIN 34-2027194 | Investment Management | $108,193 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MGNT Service code 28 · EIN 05-0530199 | Investment Management | $102,010 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $77,808 |
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.
Employer contribution per participant 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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 13.85% | 9.24%+4.6pp | 9.65%+4.2pp | 10.71%+3.1pp |
| Employer contribution / active EE | $7,202 | $14,215-49.3% | $26,259-72.6% | $14,986-51.9% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |