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: PRUDENTIAL INSURANCE CO Service code 19 · EIN 22-1211670 | Securities Custodian | $659,124 |
BOSTON PARTNERS3+ years Filed as: BOSTON PARTNERS GLOBAL INVESTORS Service code 28 · EIN 98-0202744 | Investment Management | $437,228 |
ATALANTA SOSNOFF4+ years Filed as: ATALANTA SOSNOFF CAPITAL LLC Service code 28 · EIN 20-0461050 | Investment Management | $336,136 |
LORD ABBETT1 year Filed as: LORD ABBETT & CO LLC Service code 28 · EIN 13-5620131 | Investment Management | $279,016 |
Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 | Investment Management | $266,408 |
MANNING & NAPIER1 year Filed as: MANNING AND NAPIER ADVISORS LLC Service code 28 · EIN 45-3328488 | Investment Management | $208,244 |
Filed as: ZIEGLER CAPITAL MANAGEMENT LLC Service code 28 · EIN 27-2347077 | Investment Management | $159,730 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Service code 28 · EIN 95-2705767 | Investment Management | $147,912 |
MORGAN STANLEY SMITH BARNEY4+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 26-4310632 | Advisory (Plan) | $129,894 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $125,517 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,229 | $104,281-20.2% | $140,016-40.6% | $68,904+20.8% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.5%+12.5pp | 74.1%+25.9pp |
| Annual return | -0.34% | -1.33%+1.0pp | 651.12%-651.5pp | 1.07%-1.4pp |
| Employer contribution / active EE | $8,573 | $4,070+110.6% | $5,606+52.9% | $2,540+237.5% |
| Participant deferral / active EE | $0 | $6,129-100.0% | $6,927-100.0% | $4,015-100.0% |
| Admin fee / account holder | $321 | $79+308.3% | $10,705-97.0% | $71+350.8% |