Filed December 1, 2023 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: EAGLE CAPITAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $1,719,153 |
ARTISAN PARTNERS10+ years Filed as: ARTISAN PARTNERS LTD PARTNERSHIP Service code 28 · EIN 30-0551775 | Investment Management | $796,054 |
DRIEHAUS CAPITAL MANAGEMENT LLC10+ years Service code 28 · EIN 20-3634295 | Investment Management | $791,641 |
STRATEGIC ADVISORS, INC.5 years Filed as: STRATEGIC ADVISORS Service code 27 · EIN 04-2654524 | Advisory (Plan) | $785,467 |
BOSTON PARTNERS9 years Service code 28 · EIN 98-0202744 | Investment Management | $766,198 |
WESTERN ASSET MANAGEMENT COMPANY10+ years Service code 28 · EIN 95-2705767 | Investment Management | $441,665 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $394,837 |
Filed as: FIDELITY INV INSTL OPS CO Service code 15 · EIN 04-2647786 | Recordkeeping | $349,555 |
EARNEST PARTNERS, LLC6 years Service code 28 · EIN 58-2386669 | Investment Management | $339,537 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MAMAGEMENT Service code 28 100 BANK ST · BURLINGTON, VT 05401 | Investment Management | $266,583 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $451,838 | $110,299+309.6% | $102,423+341.1% | $199,593+126.4% |
| Participation rate | 98.8% | 86.3%+12.5pp | 76.5%+22.3pp | 72.0%+26.8pp |
| Annual return | 16.27% | 35.73%-19.5pp | 29.32%-13.1pp | 34.25%-18.0pp |
| Employer contribution / active EE | $8,114 | $3,603+125.2% | $3,023+168.4% | $3,034+167.4% |
| Participant deferral / active EE | $17,971 | $6,376+181.9% | $5,053+255.6% | $5,087+253.3% |
| Admin fee / account holder | $807 | $122+559.8% | $9,451-91.5% | $269+200.1% |