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.9+ years Service code 28 · EIN 13-2889432 | Investment Management | $206,724 |
LOOMIS SAYLES6 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $112,022 |
Service code 28 · EIN 43-1273600 | Investment Management | $107,399 |
INCOME RESEARCH & MANAGEMENT6 years Service code 28 · EIN 04-2955404 | Investment Management | $106,480 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE F Service code 30 · EIN 06-1175481 | Direct payment from the plan; Employe... | $60,923 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE E Service code 30 · EIN 06-1175481 | Employee (plan); Direct payment from ... | $50,763 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE I Service code 30 · EIN 06-1175481 | Employee (plan); Direct payment from ... | $48,882 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE C Service code 30 · EIN 06-1175481 | Employee (plan); Direct payment from ... | $48,562 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE J Service code 30 · EIN 06-1175481 | Direct payment from the plan; Employe... | $38,932 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE G Service code 30 · EIN 06-1175481 | Direct payment from the plan; Employe... | $36,242 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,382 | $88,480-61.1% | $96,683-64.4% | $80,160-57.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 13.15% | 22.53%-9.4pp | 35.69%-22.5pp | 40.38%-27.2pp |
| Employer contribution / active EE | $6,721 | $4,176+60.9% | $3,737+79.9% | $2,978+125.7% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $194 | $212-8.6% | $6,730-97.1% | $145+33.6% |