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.8+ years Service code 51 · EIN 13-2889432 377 BROADWAY 8 · NEW YORK, NY 10013 | Investment Mgmt Fees | $181,054 |
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 04-3200030 ONE FINANCAL CENTER · BOSTON, MA 02111 | Investment Mgmt Fees | $117,606 |
INCOME RESEARCH & MANAGEMENT5 years Service code 51 · EIN 04-2955404 100 FEDERAL STREET, 30TH FLOOR · BOSTON, MA 02110 | Investment Mgmt Fees | $107,485 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 51 · EIN 43-1273600 70 WEST MADISON STREET, 24TH FLOOR · CHICAGO, IL 60062 | Investment Mgmt Fees | $97,976 |
THE SEGAL COMPANY8+ years Service code 16 · EIN 13-1835864 30 WATERSIDE DR, SUITE 300 · FARMINGTON, CT 06032 | Consulting | $42,248 |
RICKY FREE4 years Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $33,383 |
ROBERT CHEVERIE2 years Filed as: ROBERT M. CHEVERIE & ASSOCIATES Service code 29 · EIN 06-1335139 333 EAST RIVER DRIVE, SUITE 101 · EAST HARTFORD, CT 06108 | Legal | $31,000 |
LISA LINDAUER3 years Filed as: LISA GIBSON Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $28,149 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Advisory (Plan) | $28,000 |
HOPE DACEY1 year Service code 30 435 CAPTAIN THOMAS BOULEVARD · WEST HAVEN, CT 06516 | Employee (plan) | $27,988 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,257 | $76,774-60.6% | $112,228-73.0% | $77,904-61.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -13.28% | -10.25%-3.0pp | 27.45%-40.7pp | 12.21%-25.5pp |
| Employer contribution / active EE | $6,279 | $3,977+57.9% | $3,635+72.8% | $2,848+120.5% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $189 | $239-20.8% | $6,410-97.0% | $133+42.8% |