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 |
|---|---|---|
MANNING & NAPIER8+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995763 | Investment Management | $439,999 |
Filed as: U.A. LOCAL 13 EMPLOYERS GRP INS FD Service code 49 · EIN 16-0766976 | Other Services | $167,931 |
Filed as: KARPUS INVESTMENT MGMT Service code 28 · EIN 16-1290558 | Investment Management | $166,294 |
WINSLOW CAPITAL MANAGEMENT8+ years Service code 28 4720 IDS TOWER, 80 SOUTH EIGTH STRE · MINNEAPOLIS, MN 55402 | Investment Management | $159,040 |
RIDGEWORTH6 years Filed as: KAYNE ANDERSON CAPITAL ADVISORS Service code 28 1800 AVENUE OF THE STARS · LOS ANGELES, CA 90067 | Investment Management | $154,376 |
ASHER KELLY4 years Filed as: ASHERKELLY Service code 29 25800 NORTHWESTERN HIGHWAY, ST 1100 · SOUTHFIELD, MI 48075 | Legal | $114,571 |
Service code 28 | Investment Management | $112,792 |
CHEIRON1 year Service code 11 8300 GREENSBORO DR, SUITE 800 · MCLEAN, VA 22102 | Actuarial | $61,573 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS, INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $60,850 |
BONADIO & CO., LLP8+ years Service code 10 · EIN 16-1131146 | Accounting | $57,205 |
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.
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -9.59% | -8.26%-1.3pp | -5.84%-3.7pp | 2.77%-12.4pp |
| Employer contribution / active EE | $21,816 | $12,543+73.9% | $31,839-31.5% | $15,262+42.9% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |