See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ARTISAN PARTNERS4 years Filed as: ARTISAN PARTNERS LMTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $1,237,933 |
MEKETA INVESTMENT GROUP6 years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $951,627 |
Filed as: WASHINGTON CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1042342 | Investment Management | $768,900 |
Filed as: ABERDEEN STANDARD INVESTMENTS INC. Service code 28 · EIN 51-0368279 | Investment Management | $738,490 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INV MGMT CAYMAN LTD Service code 28 | Investment Management | $633,781 |
NASC PENSION FUND CCA2 years Service code 14 · EIN 51-6040899 | Plan Administrator | $434,038 |
ACADIAN ASSET MANAGEMENT LLC3 years Service code 28 · EIN 04-2929221 | Investment Management | $339,490 |
WELLINGTON TRUST COMPANY4 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $313,372 |
RICE HALL JAMES3 years Filed as: RICE HALL JAMES & ASSOC LLC Service code 28 · EIN 43-1992528 | Investment Management | $273,915 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES & COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $261,569 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $201,582-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.0%0pp |
| Annual return | 19.33% | 13.51%+5.8pp | 11.08%+8.2pp | 13.51%+5.8pp |
| Employer contribution / active EE | $10,261 | $8,170+25.6% | $28,409-63.9% | $8,170+25.6% |
| Participant deferral / active EE | $0 | $488-100.0% | $86-100.0% | $488-100.0% |
| Admin fee / account holder | $0 | $0 | $6,559-100.0% | - |