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 |
|---|---|---|
AMERICAN FUNDS2 years Filed as: WCM FOCUSED INTL GROWTH FUND, LP Service code 28 · EIN 20-8941519 281 BROOKS STREET · LAGUNA BEACH, CA 92651 | Investment Management | $394,920 |
I.E. SHAFFER & CO.10+ years Filed as: IE SHAFFER AND COMPANY Service code 14 · EIN 22-1750854 830 BEAR TAVERN ROAD · WEST TRENTON, NJ 08628 | Plan Administrator | $345,766 |
LAZARD ASSET MANAGEMENT10+ years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $261,182 |
WEAVER AND TIDWELL, LLP10+ years Filed as: WEAVER C BARKSDALE AND ASSOC INC Service code 28 · EIN 62-1217255 ONE BURTON HILLS BLVD · NASHVILLE, TN 37215 | Investment Management | $198,327 |
SAGE ADVISORY SERVICES10+ years Service code 28 · EIN 74-2798841 5900 SOUTHWEST PKWY · AUSTIN, TX 78735 | Investment Management | $155,414 |
Filed as: GW & K INVESTMENT MANAGEMENT Service code 51 · EIN 80-0250512 222 BERKELEY STREET · BOSTON, MA 02116 | Investment Mgmt Fees | $136,325 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST CO Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $89,361 |
Service code 51 · EIN 36-4169967 120 NORTH LASALLE STREET · CHICAGO, IL 60602 | Investment Mgmt Fees | $87,977 |
Filed as: CHARTWELL INVESTMENT PARTNERS LLC Service code 28 · EIN 36-4776242 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $86,345 |
MANNING & NAPIER2 years Filed as: MANNING & NAPIER ADVISORS LLC Service code 51 · EIN 45-3328488 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Investment Mgmt Fees | $74,995 |
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 | 7.79% | 10.33%-2.5pp | 8.09%-0.3pp | 9.30%-1.5pp |
| Employer contribution / active EE | $16,204 | $14,972+8.2% | $28,732-43.6% | $12,557+29.0% |
| 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% | - |