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 |
|---|---|---|
GOLDMAN SACHS6 years Filed as: GOLUB CAPITAL PARTNERS INT 11, LP Service code 28 · EIN 98-1335512 | Investment Management | $1,220,921 |
LSV ASSET MANAGEMENT9+ years Filed as: LSV ASSET MANAGERS Service code 28 · EIN 23-2777220 | Investment Management | $524,363 |
Filed as: PRUDENTIAL INSURANCE CO Service code 28 · EIN 22-1211670 | Investment Management | $389,014 |
NEWTOWER TRUST COMPANY5 years Service code 28 · EIN 30-0872552 | Investment Management | $385,826 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $366,114 |
WELLINGTON TRUST COMPANY8 years Service code 28 · EIN 04-2755549 | Investment Management | $292,764 |
SMITH GRAHAM9+ years Service code 28 · EIN 76-0301817 | Investment Management | $278,006 |
WESTERN ASSET MANAGEMENT COMPANY9+ years Filed as: WESTERN ASSET Service code 28 · EIN 95-2705767 | Investment Management | $274,845 |
INTECH INVESTMENT MANAGEMENT LLC9+ years Filed as: INTECH Service code 28 · EIN 01-0614895 | Investment Management | $260,116 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $199,725 |
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 | $250,986-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.6%-50.6pp | 0.0%0pp |
| Annual return | 7.80% | 33.11%-25.3pp | 32.30%-24.5pp | 33.11%-25.3pp |
| Employer contribution / active EE | $4,714 | $9,000-47.6% | $33,955-86.1% | $9,000-47.6% |
| Participant deferral / active EE | $0 | $680-100.0% | $43-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $10,141-100.0% | - |