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 |
|---|---|---|
Filed as: BOYD WATTERSON ASSET MGMT Service code 19 · EIN 34-1922005 | Securities Custodian | $323,184 |
LOOMIS SAYLES9 years Filed as: LOOMIS SAYLES & COMPANY L.P. Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $167,462 |
Filed as: HARDMAN JOHNSTON INTL EQUITY GROUP Service code 19 · EIN 26-6493485 | Securities Custodian | $138,541 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 16 · EIN 58-2432390 | Consulting | $98,750 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $95,392 |
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $90,474 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL BRYANT AND HAMILL Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $78,803 |
EMPLOYEE FIDUCIARY, LLC10+ years Filed as: EMPLOYEE A Service code 30 · EIN 23-1573070 | Employee (plan) | $62,076 |
EMPLOYEE FIDUCIARY, LLC10+ years Filed as: EMPLOYEE B Service code 30 · EIN 23-1573070 | Employee (plan) | $54,559 |
O'DONOGHUE & O'DONOGHUE10+ years Filed as: ODONOGHUE & ODONOGHUE, LLP Service code 29 · EIN 53-0120528 | Legal | $53,582 |
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.
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 | 9.30% | 9.24%+0.1pp | 9.65%-0.4pp | 10.71%-1.4pp |
| Employer contribution / active EE | $20,470 | $14,215+44.0% | $26,259-22.0% | $14,986+36.6% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |