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 |
|---|---|---|
PANAGORA ASSET MANAGEMENT6+ years Service code 28 · EIN 04-3063840 | Investment Management | $93,363 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $69,327 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 13 · EIN 22-1211670 | Contract Administrator | $63,690 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $53,207 |
FIDUCIARY INVESTMENT ADVISORS6+ years Filed as: FIDUCIARY TRUST INT'L OF THE SOUTH Service code 21 · EIN 65-0080824 | Bank Trustee | $52,941 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 28 · EIN 20-8080381 | Investment Management | $51,104 |
Service code 11 · EIN 31-1582098 | Actuarial | $48,695 |
LSV ASSET MANAGEMENT6+ years Service code 28 · EIN 23-2772200 | Investment Management | $48,255 |
INTECH INVESTMENT MANAGEMENT LLC6+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $42,747 |
BMO HARRIS BANK NA5+ years Filed as: BMO ASSET MANAGEMENT CORP. Service code 27 · EIN 36-3673844 | Advisory (Plan) | $41,109 |
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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 9.81% | 6.82%+3.0pp | 8.01%+1.8pp | 12.86%-3.1pp |
| Employer contribution / active EE | $9,244 | $12,695-27.2% | $29,475-68.6% | $13,687-32.5% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |