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 |
|---|---|---|
SYSTEMATIC FINANCIAL MANAGEMENT10+ years Filed as: SYSTEMATIC FINANCIAL MGMT, L.P. Service code 28 · EIN 22-3367558 | Investment Management | $160,805 |
FOUNDRY PARTNERS10+ years Service code 28 · EIN 46-1184506 | Investment Management | $115,369 |
ULLICO4 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 90-0622302 | Investment Management | $100,985 |
CENTRAL DATA SERVICES5 years Filed as: CENTRAL DATA SERVICES, INC. Service code 13 · EIN 25-1352803 | Contract Administrator | $95,220 |
IFM INVESTORS PTY LTD3 years Filed as: IFM INVESTORS PTY LTD. Service code 28 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $91,502 |
ATLANTA CAPITAL MANAGEMENT3 years Service code 51 1075 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Mgmt Fees | $87,365 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $75,077 |
PRUDENTIAL RETIREMENT INSURANCE AND10+ years Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 28 · EIN 22-1211670 | Investment Management | $70,923 |
JOHNSTON ASSET MANAGEMENT10+ years Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $70,088 |
MARINER LLC1 year Filed as: MARINER INSTITUTUIONAL LLC Service code 27 531 W. MORSE BLVD · WINTER PARK, FL 32789 | Advisory (Plan) | $65,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 7.51% | 11.08%-3.6pp | 8.09%-0.6pp | 8.76%-1.2pp |
| Employer contribution / active EE | $17,469 | $13,910+25.6% | $28,674-39.1% | $16,640+5.0% |
| Participant deferral / active EE | $0 | $6,458-100.0% | $10-100.0% | $948-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |