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 SACHS1 year Filed as: GLOUSTON CAPITAL PARTNERS Service code 28 · EIN 02-0571602 | Investment Management | $559,645 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 · EIN 04-2895544 | Investment Management | $259,876 |
KIMBERLY FUREY10+ years Service code 30 · EIN 23-1627410 | Direct payment from the plan; Employe... | $198,751 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT LLC Service code 28 · EIN 56-1557450 | Investment Management | $182,197 |
Service code 28 · EIN 13-3257590 | Investment Management | $153,426 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $153,090 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 28 · EIN 36-0721895 | Investment Management | $146,099 |
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $145,000 |
VICTORY10+ years Filed as: VICTORY CAPITAL MANAGEMENT LLC Service code 28 · EIN 13-2700161 | Investment Management | $142,296 |
ALGER10+ years Filed as: FRED ALGER MANAGEMENT, INC. Service code 28 · EIN 13-2510833 | Investment Management | $135,329 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.34% | 10.50%-1.2pp | 9.65%-0.3pp | 9.22%+0.1pp |
| Employer contribution / active EE | $10,253 | $14,720-30.3% | $26,259-61.0% | $13,567-24.4% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |