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 4-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 |
|---|---|---|
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $276,657 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: J. P. MORGAN CHASE & CO. Service code 19 · EIN 13-4994650 | Securities Custodian | $162,783 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $156,909 |
DELAWARE INVESTMENTS1+ years Filed as: MACQUARIE CAPITAL INVESTMENT MGMT Service code 28 · EIN 43-2082900 | Investment Management | $129,817 |
AB FUNDS1+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $128,284 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON MANAGEMENT CO LLP Service code 28 · EIN 30-0835489 | Investment Management | $123,809 |
TIMES SQUARE CAPITAL MANAGEMENT1+ years Filed as: TIMESQUARE CAPITAL MANAGEMENT LLC Service code 28 · EIN 20-1665304 | Investment Management | $123,484 |
MCKINLEY CAPITAL MANAGEMENT LLC1+ years Service code 28 · EIN 92-0136349 | Investment Management | $118,107 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY L.P. Service code 28 · EIN 04-3200030 | Investment Management | $113,902 |
BOSTON PARTNERS1+ years Filed as: BOSTON COMPANY Service code 28 · EIN 04-3404987 | Investment Management | $103,232 |
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 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | -2.05% | -1.23%-0.8pp | -3.43%+1.4pp | 1.67%-3.7pp |
| Employer contribution / active EE | $12,952 | $11,541+12.2% | $25,607-49.4% | $10,506+23.3% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |