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 |
|---|---|---|
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $732,410 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $711,292 |
Filed as: MESIROW Service code 28 · EIN 84-1640908 | Investment Management | $518,538 |
HARDING LOEVNER LP3+ years Service code 28 · EIN 27-0684167 | Investment Management | $492,688 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $357,394 |
EARNEST PARTNERS, LLC3+ years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $344,252 |
RIVER ROAD ASSET MANAGEMENT3+ years Filed as: RIVER ROAD Service code 28 · EIN 43-2076925 | Investment Management | $315,690 |
RIVERBRIDGE PARTNERS3+ years Service code 28 · EIN 94-3267050 | Investment Management | $288,476 |
WESTFIELD CAPITAL MANAGEMENT3+ years Service code 28 · EIN 80-0175963 | Investment Management | $240,151 |
CONGRESS ASSET MANAGEMENT3+ years Service code 28 · EIN 04-2848965 | Investment Management | $222,578 |
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.
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 | $379,314-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 0.80% | -1.92%+2.7pp | -2.18%+3.0pp | 73.13%-72.3pp |
| Employer contribution / active EE | $18,053 | $10,821+66.8% | $38,751-53.4% | $8,421+114.4% |
| Participant deferral / active EE | $0 | $182-100.0% | $151-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | - |