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 |
|---|---|---|
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995763 | Investment Management | $475,409 |
U.A. LOCAL 13 EMPLOYERS GRP INS FUD10+ years Filed as: U.A. LOCAL 13 EMPLOYERS GRP INS FD Service code 49 · EIN 16-0766976 | Other Services | $260,802 |
RIDGEWORTH8 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $235,300 |
Service code 28 | Investment Management | $172,870 |
WINSLOW CAPITAL MANAGEMENT10+ years Service code 28 4720 IDS TOWER, 80 SOUTH EIGTH STRE · MINNEAPOLIS, MN 55402 | Investment Management | $165,989 |
CHEIRON3 years Service code 11 8300 GREENSBORO DR, SUITE 800 · MCLEAN, VA 22102 | Actuarial | $120,870 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: KARPUS INVESTMENT MGMT Service code 28 · EIN 16-1290558 | Investment Management | $117,038 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: JP MORGAN Service code 50 270 PARK AVENUE · NEW YORK, NY 10017 | Direct Payment | $107,472 |
Service code 19 · EIN 11-3658445 | Securities Custodian | $87,111 |
ASHER KELLY6 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY, ST 1100 · SOUTHFIELD, MI 48075 | Legal | $64,268 |
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.
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 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 | 6.14% | 11.08%-4.9pp | 8.09%-2.0pp | 8.76%-2.6pp |
| Employer contribution / active EE | $22,046 | $13,876+58.9% | $28,732-23.3% | $16,627+32.6% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |