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 ADVISORS5+ years Filed as: STATE STREET BANK & TRUST CO. Service code 19 · EIN 04-1867445 | Securities Custodian | $1,006,011 |
Service code 28 | Investment Management | $811,098 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $625,206 |
HARDING LOEVNER LP5+ years Service code 28 · EIN 27-0684167 | Investment Management | $564,995 |
GCM GROSVENOR1 year Filed as: GROSVENOR LABOR IMPACT FEEDER FUND Service code 28 | Investment Management | $554,857 |
Filed as: SIGULER GUFF SMALL BUYOUT OPPORTUNI Service code 28 · EIN 83-2907315 | Investment Management | $435,170 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $408,669 |
RIVERBRIDGE PARTNERS5+ years Service code 28 · EIN 94-3267050 | Investment Management | $374,784 |
WESTFIELD CAPITAL MANAGEMENT5+ years Service code 28 · EIN 80-0175963 | Investment Management | $338,461 |
EARNEST PARTNERS, LLC5+ years Filed as: EARNEST PARTNERS LLC Service code 28 · EIN 58-2386669 | Investment Management | $333,633 |
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.
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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | -3.26% | 6.00%-9.3pp | 8.01%-11.3pp | 5230.06%-5233.3pp |
| Employer contribution / active EE | $15,719 | $14,010+12.2% | $29,475-46.7% | $10,491+49.8% |
| Participant deferral / active EE | $0 | $460-100.0% | $735-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |