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: JP MORGAN INVESTMENT MANAGEMENT Service code 24 · EIN 13-3200244 | Discretionary Trustee | $1,592,281 |
Filed as: JANUS CAPITAL MANAGEMENT Service code 27 · EIN 75-3019302 | Advisory (Plan) | $1,025,241 |
BOSTON PARTNERS1 year Filed as: BOSTON PARTNERS GLOBAL INVESTORS IN Service code 28 · EIN 98-0202744 | Investment Management | $836,526 |
Filed as: BOYD WATTERSON MANAGEMENT, LLC Service code 28 · EIN 34-1922005 | Investment Management | $354,451 |
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 | Investment Management | $343,072 |
VITECH SYSTEMS GROUP10+ years Service code 15 · EIN 13-3785492 | Recordkeeping | $256,588 |
WELLINGTON TRUST COMPANY7 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $227,284 |
THE BANK OF NEW YORK MELLON10+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $95,804 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $94,500 |
LORD ABBETT5 years Filed as: LORD ABBETT & CO Service code 28 · EIN 13-5620131 | Investment Management | $92,924 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.96% | 10.50%+0.5pp | 9.65%+1.3pp | 9.22%+1.7pp |
| Employer contribution / active EE | $15,906 | $14,720+8.1% | $26,259-39.4% | $13,567+17.2% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |