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 |
|---|---|---|
LOOMIS SAYLES5 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $501,727 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 05-0530199 | Investment Management | $345,482 |
ATALANTA SOSNOFF3 years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $219,531 |
MANNING & NAPIER1 year Filed as: MANNING AND NAPIER ADVISOR LLC Service code 28 · EIN 45-3240790 | Investment Management | $203,759 |
Filed as: JP MORGAN INVESTMENT MGMT INC Service code 28 · EIN 13-3200244 | Investment Management | $166,378 |
LORD ABBETT10+ years Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $163,666 |
JOINT INDUSTRY BOARD1 year Filed as: JOINT MANAGED SERVICES ASSOCIATES Service code 14 · EIN 93-3685712 | Plan Administrator | $104,957 |
Service code 28 · EIN 95-4861680 | Investment Management | $104,061 |
COLLERAN, O'HARA & MILLS LLP3 years Filed as: COLLERAN O'HARA & MILLS Service code 29 · EIN 11-2940050 | Legal | $100,020 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $95,998 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.74% | 10.33%+0.4pp | 8.09%+2.6pp | 9.30%+1.4pp |
| Employer contribution / active EE | $23,945 | $14,972+59.9% | $28,732-16.7% | $12,557+90.7% |
| Participant deferral / active EE | $0 | $252-100.0% | $7-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |