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: ALTRINSIC GLOBAL ADVISORS LLC Service code 28 · EIN 30-0016268 | Investment Management | $1,320,731 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $938,117 |
PARNASSUS3 years Service code 28 · EIN 87-2269073 | Investment Management | $873,641 |
Filed as: GLOBAL INFRASTRUCTURE PARTNERS IV B Service code 28 · EIN 13-3806691 | Investment Management | $836,964 |
SHENKMAN CAPITAL MANAGEMENT2 years Filed as: SHENKMAN CAPITAL MANAGEMENT, INC. Service code 28 151 W 42ND STREET · NEW YORK, NY 10036 | Investment Management | $816,812 |
Filed as: INCOME RESEARCH MANAGEMENT Service code 28 · EIN 04-2955404 | Investment Management | $536,716 |
GRAIN MANAGEMENT, LLC4 years Service code 28 · EIN 27-2066237 | Investment Management | $530,048 |
PROSKAUER ROSE LLP10+ years Service code 29 · EIN 13-1840454 | Legal | $495,287 |
SCHULTHEIS & PANETTIERI, LLP3 years Filed as: SCHULTHEIS & PANETTIERI LLP Service code 10 · EIN 13-1577780 | Accounting | $456,328 |
RAAB, STURM & GANCHROW, LLP4 years Filed as: RAAB STURM & GANCHROW LLP Service code 29 · EIN 13-1566077 | Legal | $420,907 |
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 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 8.93% | 9.57%-0.6pp | 13.01%-4.1pp | 9.57%-0.6pp |
| Employer contribution / active EE | $8,233 | $8,891-7.4% | $35,911-77.1% | $8,891-7.4% |
| Participant deferral / active EE | $0 | $333-100.0% | $91-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |