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 |
|---|---|---|
EMPLOYEE K3+ years Filed as: EMPLOYEE Service code 30 · EIN 06-1188411 | Direct payment from the plan; Employe... | $549,905 |
LSV ASSET MANAGEMENT3+ years Filed as: LSV ASSET MANAGERS Service code 28 · EIN 23-2777220 | Investment Management | $528,526 |
INTECH INVESTMENT MANAGEMENT LLC3+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $402,227 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET Service code 19 · EIN 04-1867445 | Securities Custodian | $310,400 |
WELLINGTON TRUST COMPANY2 years Service code 28 · EIN 04-2755549 | Investment Management | $283,833 |
Filed as: PRUDENTIAL INVESTMENTS Service code 28 · EIN 22-1211670 | Investment Management | $272,078 |
SMITH GRAHAM3+ years Service code 28 · EIN 76-0301817 | Investment Management | $269,893 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $228,713 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $221,646 |
AMERICAN REALTY ADVISORS3+ years Service code 28 801 NORTH BRAND BOULEVARD · GLENDALE, CA 91203 | Investment Management | $185,026 |
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.
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 | $198,173-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 42.0%-42.0pp | 0.0%0pp |
| Annual return | 12.97% | 14.80%-1.8pp | 10.16%+2.8pp | 16.32%-3.4pp |
| Employer contribution / active EE | $3,360 | $5,344-37.1% | $33,192-89.9% | $12,766-73.7% |
| Participant deferral / active EE | $0 | $48-100.0% | $66-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $7,531-100.0% | - |