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 |
|---|---|---|
HARBOURVEST PARTNERS LP6 years Filed as: HARBOURVEST PARTNERS, LLC Service code 28 · EIN 98-1341541 ONE FINANCIAL CENTER 44TH FLOOR · BOSTON, MA 02111 | Investment Management | $598,565 |
PIMCO FUNDS2 years Filed as: PIMCO INVESTMENT MANAGEMENT Service code 28 650 NEWPORT CENTER DR · NEWPORT BEACH, CA 92660 | Investment Management | $276,933 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN CORE PROPERTY FUND Service code 28 · EIN 33-0123114 | Investment Management | $259,488 |
BOSTON PARTNERS10+ years Service code 28 · EIN 04-3270358 | Investment Management | $237,663 |
MEKETA INVESTMENT GROUP8 years Filed as: MEKETA INVESTMENT GROUP, INC Service code 16 · EIN 04-2659023 100 LOWDER BROOK DR, SUITE 1100 · WESTWOOD, MA 02090 | Consulting | $220,020 |
LOOMIS SAYLES10+ years Service code 28 · EIN 20-8080381 | Investment Management | $157,396 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 16 · EIN 13-1928058 | Consulting | $144,302 |
Filed as: GERDING EDLEN INVESTMENT MANAGEMENT Service code 28 · EIN 90-0809995 477 NW EVERETT ST · PORTLAND, OR 97209 | Investment Management | $138,185 |
Filed as: MESIROW FIN PRIV EQ FUND VIII Service code 28 353 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $121,500 |
GOLUB GROUP1 year Filed as: GOLUB CAPITAL Service code 28 200 PARK AVENUE, 25TH FLOOR · NEW YORK, NY 10166 | Investment Management | $112,438 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.56% | 10.33%-2.8pp | 8.09%-0.5pp | 9.30%-1.7pp |
| Employer contribution / active EE | $19,373 | $14,972+29.4% | $28,732-32.6% | $12,557+54.3% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |