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 |
|---|---|---|
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $337,334 |
ACADIAN ASSET MANAGEMENT LLC10+ years Service code 28 · EIN 04-2929221 | Investment Management | $252,603 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $251,922 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $148,803 |
AMERICAN REALTY ADVISORS10+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $142,021 |
COLUMBIA10+ years Filed as: COLUMBIA MGMT INV ADV LLC Service code 28 · EIN 41-1533211 | Investment Management | $137,166 |
REID & RIEGE, P.C.10+ years Service code 29 · EIN 06-0867204 | Legal | $120,947 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $115,786 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $103,020 |
BLACKROCK7 years Filed as: BLACKROCK INST'L TRUST CO NA Service code 21 · EIN 94-3112180 | Bank Trustee | $98,314 |
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.
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 | 9.79% | 10.33%-0.5pp | 8.09%+1.7pp | 9.30%+0.5pp |
| Employer contribution / active EE | $13,867 | $14,972-7.4% | $28,732-51.7% | $12,557+10.4% |
| 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% | - |