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 |
|---|---|---|
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $2,207,281 |
LYRICAL ASSET MANAGEMENT10+ years Service code 28 · EIN 37-1572793 | Investment Management | $1,822,724 |
ABERDEEN ASSET MANAGEMENT, INC.10+ years Filed as: ABERDEEN ASSET MANAGEMENT INC. Service code 28 · EIN 51-0368279 | Investment Management | $1,725,927 |
WILLIAM BLAIR8 years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 36-2214610 | Investment Management | $1,696,007 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $1,525,250 |
GLOBEFLEX CAPITAL LP10+ years Filed as: GLOBEFLEX CAPITAL Service code 28 · EIN 33-0597629 | Investment Management | $1,388,719 |
WELLS FARGO BANK, N.A.10+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $1,234,858 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: INSIGHT PARETO Service code 28 | Investment Management | $1,196,019 |
BOSTON PARTNERS9 years Filed as: THE BOSTON COMPANY ASSET MGMT, LLC Service code 28 · EIN 04-3404987 | Investment Management | $1,161,013 |
THE SEGAL COMPANY10+ years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1835864 | Actuarial | $1,143,108 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Plan reported the discovery of a loss from fraud or dishonesty.
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% | 9.57%-0.2pp | 9.65%-0.3pp | 9.57%-0.2pp |
| Employer contribution / active EE | $20,255 | $8,891+127.8% | $26,259-22.9% | $8,891+127.8% |
| Participant deferral / active EE | $0 | $333-100.0% | $145-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |