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 INC2+ years Filed as: TRI STATE ADMINISTRATOR INC Service code 13 · EIN 22-3478819 | Contract Administrator | $567,228 |
ASB CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0618452 | Investment Management | $278,332 |
MORGAN LEWIS2+ years Filed as: MORGAN, LEWIS & BROCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $277,482 |
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CO. Service code 19 · EIN 36-2723087 | Securities Custodian | $235,389 |
CHEIRON2+ years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $178,092 |
PZENA INVESTMENT MANAGEMENT2+ years Service code 28 · EIN 13-3989198 | Investment Management | $146,249 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY TRUST COMPANY Service code 28 · EIN 13-5069335 | Investment Management | $133,832 |
SANDS CAPITAL MANAGEMENT, LLC2+ years Filed as: SANDS CAPITAL MANAGEMENT Service code 28 · EIN 20-2830751 | Investment Management | $127,505 |
CORTINA2+ years Filed as: CORTINA ASSET MANAGEMENT, LLC Service code 28 · EIN 56-2450074 | Investment Management | $118,220 |
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0175963 | Investment Management | $114,191 |
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 | $158,640-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 2.86% | 17.84%-15.0pp | 10.65%-7.8pp | 17.84%-15.0pp |
| Employer contribution / active EE | $5,476 | $14,688-62.7% | $30,880-82.3% | $14,688-62.7% |
| Participant deferral / active EE | $0 | $770-100.0% | $65-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $1,478-100.0% | - |