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 |
|---|---|---|
Service code 28 · EIN 91-1042342 | Investment Management | $410,483 |
Filed as: INTERCONTINENTAL R/E CORPORATION Service code 28 · EIN 04-2895544 | Investment Management | $269,837 |
GREAT LAKES ADVISORS, LLC5 years Service code 28 · EIN 80-0292839 | Investment Management | $255,373 |
SEGALL BRYANT & HAMILL11+ years Service code 28 · EIN 35-2679129 | Investment Management | $247,008 |
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $213,750 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST CO. Service code 28 · EIN 20-8080381 | Investment Management | $191,563 |
HAMILTON LANE ADVISORS, LLC4 years Service code 28 · EIN 23-2962336 | Investment Management | $180,428 |
WESTFIELD CAPITAL MANAGEMENT11+ years Filed as: WESTFIELD CAPITAL MGMT CO LP Service code 51 · EIN 80-0175963 | Investment Mgmt Fees | $133,793 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $116,078 |
NORTHERN TRUST COMPANY7 years Service code 19 · EIN 36-1561860 | Securities Custodian | $77,300 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,361 | $94,876+6.8% | $82,389+23.0% | $102,872-1.5% |
| Participation rate | 100.0% | 70.6%+29.4pp | 69.5%+30.5pp | 73.0%+27.0pp |
| Annual return | 9.37% | 17.83%-8.5pp | 28.67%-19.3pp | 19.06%-9.7pp |
| Employer contribution / active EE | $4,071 | $3,789+7.4% | $2,517+61.7% | $3,526+15.4% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $4,155-100.0% | $5,535-100.0% |
| Admin fee / account holder | $405 | $214+89.1% | $7,231-94.4% | $292+38.5% |