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 MANAGEMENT, LLP Service code 28 · EIN 56-1557450 | Investment Management | $137,263 |
ALLSPRING2 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 | Investment Management | $103,594 |
INVESCO6 years Filed as: INVESCO ADVISERS, INC. Service code 28 · EIN 58-1707262 | Investment Management | $85,961 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF NEW YORK Service code 19 · EIN 13-4920330 | Securities Custodian | $62,611 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER AND TIDWELL, L.L.P. Service code 10 · EIN 75-0786316 | Accounting | $61,650 |
CARY KANE LLP7 years Service code 29 · EIN 20-1942442 | Legal | $52,500 |
Service code 11 · EIN 26-3842522 | Actuarial | $50,083 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
NORTHERN TRUST COMPANY10+ years Service code 28 · EIN 36-1561860 | Investment Management | $13,707 |
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 | $231,535-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 45.5%-45.5pp | 0.0%0pp |
| Annual return | 16.28% | 10.77%+5.5pp | 12.92%+3.4pp | 10.77%+5.5pp |
| Employer contribution / active EE | $9,521 | $15,292-37.7% | $24,425-61.0% | $15,292-37.7% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $18-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $262,349-100.0% | - |