See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 28 · EIN 04-3515240 | Investment Management | $2,276,570 |
FIRST RESERVE FUND XIII, L.P.3+ years Filed as: FIRST RESERVE ADVISORS, LLC Service code 28 · EIN 98-1046104 | Investment Management | $1,512,898 |
NB ALTERNATIVES ADVISERS LLC3+ years Service code 28 · EIN 30-0536163 | Investment Management | $834,379 |
MARATHON ASSET MANAGEMENT2 years Filed as: MARATHON ASSET MGMT Service code 28 · EIN 61-6506892 | Investment Management | $613,643 |
ANGELO GORDON3+ years Filed as: ANGELO, GORDON & CO Service code 28 · EIN 13-3478879 | Investment Management | $581,511 |
GOLDMAN SACHS2 years Filed as: SOROBAN CAPITAL PARTNERS LP Service code 28 · EIN 32-0303386 | Investment Management | $548,058 |
BLACKROCK1 year Filed as: BLACKROCK INVESTMENT MANAGEMENT LLC Service code 28 · EIN 20-5319476 | Investment Management | $507,300 |
INDABA CAPITAL MANAGEMENT LP2 years Service code 28 · EIN 27-1639439 | Investment Management | $471,926 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 · EIN 22-3361201 | Investment Management | $463,035 |
DOUBLELINE CAPITAL LP1 year Service code 28 · EIN 30-0596331 | Investment Management | $424,982 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $7,764,297-100.0% | $379,314-100.0% | $7,764,297-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | 9.29% | -4.58%+13.9pp | -2.18%+11.5pp | -1.95%+11.2pp |
| Employer contribution / active EE | $630 | $6,699-90.6% | $38,751-98.4% | $9,243-93.2% |
| Participant deferral / active EE | $0 | $8-100.0% | $151-100.0% | $425-100.0% |
| Admin fee / account holder | $0 | $62,356-100.0% | $4,180-100.0% | $62,356-100.0% |