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 |
|---|---|---|
THE SEGAL COMPANY7 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $302,009 |
Service code 28 · EIN 04-3063840 | Investment Management | $246,175 |
HAMILTON LANE ADVISORS, LLC9 years Service code 28 · EIN 23-2962336 | Investment Management | $190,578 |
STERLING ORGANIZATION LLC5 years Service code 28 · EIN 20-5095365 | Investment Management | $186,238 |
Filed as: SIGULAR GUFF ADVISERS, LLC Service code 28 · EIN 13-3855629 | Investment Management | $182,257 |
LSV ASSET MANAGEMENT7 years Filed as: LSV ASSET MANAGEMENT INTRNATIONAL Service code 28 · EIN 23-2772200 | Investment Management | $178,043 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 28 · EIN 56-1557450 | Investment Management | $165,577 |
ROCK CREEK GROUP10+ years Service code 28 · EIN 04-3648062 | Investment Management | $160,632 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $152,189 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2626110 | Advisory (Plan) | $145,000 |
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 | $179,823-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.1%-42.1pp | 0.0%0pp |
| Annual return | 7.40% | 17.72%-10.3pp | 148.21%-140.8pp | 9.30%-1.9pp |
| Employer contribution / active EE | $1,931 | $3,186-39.4% | $26,792-92.8% | $12,557-84.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $63-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $1,660-100.0% | - |