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 |
|---|---|---|
SAGE ADVISORY SERVICES4+ years Filed as: SAGE ADVISORY SERVICES, LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $65,561 |
HARDING LOEVNER LP4+ years Filed as: HARDING LOEVNER MANAGEMENT Service code 28 · EIN 27-0684167 | Investment Management | $39,095 |
WITHUMSMITH+BROWN, PC4+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $29,680 |
SCHARF INVESTMENTS LLC4+ years Filed as: SCHARF INVESTMENTS Service code 28 · EIN 26-3775085 | Investment Management | $28,780 |
RELIANCE TRUST COMPANY4+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $26,592 |
LSV ASSET MANAGEMENT4+ years Filed as: HGK ASSET MANAGEMENT INC. Service code 28 · EIN 52-1296988 | Investment Management | $24,689 |
GREAT LAKES ADVISORS, LLC2 years Service code 28 · EIN 80-0292839 | Investment Management | $19,299 |
MADISON INVESTMENT ADVISORS4+ years Filed as: MADISON INVESTMENT ADVISORS, INC. Service code 28 · EIN 39-1194160 | Investment Management | $12,181 |
LAZARD ASSET MANAGEMENT3 years Service code 28 · EIN 05-0530199 | Investment Management | $12,131 |
Filed as: SCHAEFER CULLEN CAPITAL MANAGEMENT Service code 28 · EIN 13-3089070 | Investment Management | $9,318 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,244-100.0% | $346,182-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 52.1%-52.1pp | 2.8%-2.8pp |
| Annual return | 5.47% | 13.54%-8.1pp | 13.48%-8.0pp | 16.32%-10.8pp |
| Employer contribution / active EE | $9,841 | $37,659-73.9% | $47,067-79.1% | $17,007-42.1% |
| Participant deferral / active EE | $0 | $159-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $14,572-100.0% | $127-100.0% |