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 |
|---|---|---|
TRI-STATE ADMINISTRATORS INC1+ years Filed as: TRI STATE ADMINISTRATOR INC Service code 13 · EIN 22-3478819 | Contract Administrator | $635,289 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $298,702 |
ASB CAPITAL MANAGEMENT1+ years Service code 28 · EIN 80-0618452 | Investment Management | $264,300 |
CHEIRON1+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $176,509 |
MORGAN LEWIS1+ years Filed as: MORGAN, LEWIS & BROCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $161,725 |
PZENA INVESTMENT MANAGEMENT1+ years Service code 28 · EIN 13-3989198 | Investment Management | $145,962 |
SANDS CAPITAL MANAGEMENT, LLC1+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $135,559 |
WESTFIELD CAPITAL MANAGEMENT1+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0175963 | Investment Management | $117,775 |
INDEPENDENT FINANCIAL PARTNERS1+ years Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $111,595 |
CORTINA1+ years Filed as: CORTINA ASSET MANAGEMENT, LLC Service code 28 · EIN 56-2450074 | Investment Management | $107,592 |
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 | $381,942,733-100.0% | $139,743-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.6%-22.6pp | 0.0%0pp |
| Annual return | -2.26% | 4.86%-7.1pp | 4.97%-7.2pp | 9.19%-11.5pp |
| Employer contribution / active EE | $4,456 | $7,571-41.1% | $29,721-85.0% | $12,608-64.7% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $3,369-100.0% | $2,655,710-100.0% |