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 |
|---|---|---|
HARBOURVEST PARTNERS LP4+ years Service code 28 · EIN 74-3130888 | Investment Management | $340,788 |
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 23-2772200 | Investment Management | $219,541 |
BLACKSTONE4+ years Filed as: BLACKSTONE ALTERN ASSET MGMT LP Service code 28 · EIN 13-3702086 | Investment Management | $209,736 |
ACADIAN ASSET MANAGEMENT LLC4+ years Service code 28 · EIN 04-2929221 | Investment Management | $184,586 |
LOOMIS SAYLES4+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $168,553 |
COLUMBIA4+ years Filed as: COLUMBIA MGMT INV ADV LLC Service code 28 · EIN 41-1533211 | Investment Management | $157,405 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1835864 | Actuarial | $157,056 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: JP MORGAN INVESTMENT MGMT INC Service code 27 · EIN 13-3200244 | Advisory (Plan) | $151,633 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $137,760 |
Filed as: OAKTREE CAPITAL MANAGEMENT LP Service code 28 · EIN 26-0189082 | Investment Management | $119,465 |
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -5.37% | -0.94%-4.4pp | -2.18%-3.2pp | 33.37%-38.7pp |
| Employer contribution / active EE | $11,769 | $12,464-5.6% | $38,751-69.6% | $11,253+4.6% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |