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 |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $121,314 |
AEW CAPITAL MANAGEMENT1 year Filed as: AEW CAPITAL MANAGEMENT LP Service code 27 · EIN 04-3329433 | Advisory (Plan) | $65,435 |
GLEN CAMISA2 years Service code 30 · EIN 11-2480671 | Employee (plan) | $64,237 |
HARDING LOEVNER LP2 years Filed as: HARDING LOEVNER Service code 28 · EIN 27-0684167 | Investment Management | $62,989 |
PROSKAUER ROSE LLP3+ years Filed as: PROSKAUER ROSE, LLP Service code 29 · EIN 13-1840454 | Legal | $55,036 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LP Service code 28 · EIN 80-0175963 | Investment Management | $52,761 |
CALIBRE CPA GROUP PLLC3+ years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $51,727 |
RBC GLOBAL ASSET MANAGEMENT3+ years Service code 28 · EIN 41-1460668 | Investment Management | $50,203 |
COLLERAN, O'HARA & MILLS LLP2 years Service code 29 · EIN 11-2940050 | Legal | $49,399 |
DICKINSON WRIGHT PLLC3+ years Filed as: DICKINSON GROUP, LLC Service code 11 · EIN 20-1241472 | Actuarial | $45,500 |
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 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 13.18% | 12.92%+0.3pp | 10.36%+2.8pp | 17.84%-4.7pp |
| Employer contribution / active EE | $6,383 | $14,070-54.6% | $37,738-83.1% | $14,688-56.5% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |