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 |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.5+ years Service code 51 · EIN 13-2889432 377 BROADWAY 8 · NEW YORK, NY 10013 | Investment Mgmt Fees | $156,368 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 51 · EIN 43-1273600 70 WEST MADISON STREET, 24TH FLOOR · CHICAGO, IL 60062 | Investment Mgmt Fees | $115,112 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 ONE FINANCAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $107,394 |
INCOME RESEARCH & MANAGEMENT2 years Service code 51 · EIN 04-2955404 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Mgmt Fees | $104,393 |
CITIZENS BANK5+ years Filed as: RBS CITIZENS, NA Service code 18 · EIN 05-6073921 10 TRIPPS LANE RTL 125 · RIVERSIDE, RI 02915 | Custodial (other than securities); Cu... | $50,271 |
THE SEGAL COMPANY5+ years Service code 16 · EIN 13-1835864 30 WATERSIDE DR, SUITE 300 · FARMINGTON, CT 06032 | Consulting | $46,481 |
DIANE FITZBERGER5+ years Filed as: DIANE KLOBUKOWSKI Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $45,565 |
REID & RIEGE, P.C.5+ years Filed as: REID & RIEGE, PC Service code 29 · EIN 06-0867204 ONE FINANCIAL PLAZA · HARTFORD, CT 06103 | Legal | $31,689 |
Filed as: LAWRENCE CLONEY Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $28,940 |
SEAGAL MARCO ADVISORS2 years Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $28,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,525 | $66,051-58.3% | $92,893-70.4% | $77,787-64.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 14.15% | 20.69%-6.5pp | 109.41%-95.3pp | 32.57%-18.4pp |
| Employer contribution / active EE | $3,588 | $3,426+4.7% | $3,653-1.8% | $2,504+43.3% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $186 | $148+25.5% | $5,794-96.8% | $100+85.5% |