See peer percentile detail with Solo.
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
FIRST MANHATTAN CO.1+ years Filed as: FIRST MANHATTAN Service code 51 · EIN 13-1957714 | Investment Mgmt Fees | $239,994 |
NEUBERGER BERMAN1+ years Filed as: NEUBERGER & BERMAN Service code 51 · EIN 13-6354410 | Investment Mgmt Fees | $157,471 |
ECONOMIC GROUP PENSION SERVICES1+ years Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 11 · EIN 13-3180178 | Actuarial | $88,857 |
JANOVER LLC1+ years Service code 10 · EIN 11-3258497 | Accounting | $12,900 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $154,906-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 21.1%-21.1pp | 0.8%-0.8pp |
| Annual return | -8.66% | -0.60%-8.1pp | -0.22%-8.4pp | -0.60%-8.1pp |
| Employer contribution / active EE | $252 | $12,272-98.0% | $35,165-99.3% | $12,272-98.0% |
| Participant deferral / active EE | $0 | $416-100.0% | $80-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $4,675-100.0% | $717-100.0% |