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 |
|---|---|---|
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $1,262,364 |
Filed as: PRUDENTIAL TRUST CO (PGIM) Service code 28 · EIN 23-6994310 | Investment Management | $1,235,602 |
ATALANTA SOSNOFF10+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $1,177,864 |
MARTINGALE ASSET MANAGEMENT, L.P.10+ years Filed as: MARTINGALE Service code 28 222 BERKELEY ST. · BOSTON, MA 02116 | Investment Management | $1,011,741 |
STACEY BRAUN ASSOCIATES, INC.10+ years Filed as: STACEY BRAUN Service code 28 377 BROADWAY · NEW YORK, NY 10013 | Investment Management | $910,048 |
BHMS10+ years Service code 28 2200 ROSS AVENUE · DALLAS, TX 75201 | Investment Management | $813,185 |
PIMCO FUNDS10+ years Filed as: PIMCO Service code 28 PO BOX 512129 · LOS ANGELES, CA 90051 | Investment Management | $543,113 |
AB FUNDS10+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $534,195 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: JP MORGAN Service code 19 · EIN 13-4994650 | Securities Custodian | $451,259 |
MELVIN FEDER10+ years Service code 29 · EIN 13-3593661 | Legal | $333,060 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 13.13% | 8.48%+4.7pp | 8.09%+5.0pp | 8.48%+4.7pp |
| Employer contribution / active EE | $26,359 | $9,949+164.9% | $28,732-8.3% | $9,949+164.9% |
| Participant deferral / active EE | $0 | $734-100.0% | $7-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |