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 |
|---|---|---|
ROBECO INVESTMENT MANAGEMENT2+ years Filed as: ROBECO INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 98-0202744 909 THIRD AVE · NEW YORK, NY 10022 | Investment Management | $1,047,024 |
MARQUETTE ASSOCIATES2+ years Service code 27 · EIN 36-3485298 180 N LASALLE · CHICAGO, IL 60601 | Advisory (Plan) | $962,500 |
MONDRIAN INVESTMENT GROUP2+ years Filed as: MONDRIAN Service code 28 · EIN 98-0117968 TWO COMMERCE SQUARE · PHILADEPHIA, PA 19103 | Investment Management | $650,773 |
DRIEHAUS CAPITAL MANAGEMENT LLC2+ years Filed as: DRIEHAUS CAPITAL MANAGEMENT Service code 28 · EIN 20-3634295 PO BOX 10127 · CHICAGO, IL 60610 | Investment Management | $621,300 |
FEINBERG, DUMONT & BRENNAN2+ years Filed as: FEINBERG, CAMPBELL & ZACK Service code 29 · EIN 04-2738936 177 MILK STREET · BOSTON, MA 02109 | Legal | $580,375 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT (TEMPLETON) Service code 28 · EIN 68-0370668 PO BOX 5727 · VACAVILLE, CA 95696 | Investment Management | $501,815 |
EDWARD GRODEN2+ years Service code 30 · EIN 04-6372430 1 WALL STREET · BURLINGTON, MA 01803 | Employee (plan); Direct payment from ... | $422,656 |
UNION INSURANCE GROUP1 year Service code 23 · EIN 36-4226088 303 W ERIE ST STE310 · CHICAGO, IL 60654 | Insurance services | $377,464 |
GAMCO ASSET MANAGEMENT2+ years Filed as: GAMCO Service code 28 · EIN 13-4044521 ONE CORPORATE CENTER · RYE, NY 10580 | Investment Management | $292,690 |
HORIZON ACTUARIAL SERVICES, LLC2+ years Filed as: HORIZON Service code 11 · EIN 53-0181291 8601 GEORGIA AVE · SILVER SPRING, MD 20910 | Actuarial | $287,412 |
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 | $14,491,905-100.0% | $85,985-100.0% | $14,491,905-100.0% |
| Participation rate | 0.0% | 5.3%-5.3pp | 19.2%-19.2pp | 5.3%-5.3pp |
| Annual return | 5.96% | 1057.21%-1051.2pp | 14.20%-8.2pp | 1057.21%-1051.2pp |
| Employer contribution / active EE | $15,546 | $14,374+8.2% | $27,968-44.4% | $14,374+8.2% |
| Participant deferral / active EE | $0 | $351-100.0% | $576-100.0% | $351-100.0% |
| Admin fee / account holder | $0 | $81,210-100.0% | $6,028-100.0% | $81,210-100.0% |