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: PRUDENTIAL ASSET MGT Service code 28 · EIN 22-2540245 | Investment Management | $1,388,638 |
Service code 28 · EIN 26-1273625 | Investment Management | $1,220,972 |
JOHNSTON ASSET MANAGEMENT7+ years Service code 28 · EIN 13-3257590 | Investment Management | $697,403 |
Service code 28 · EIN 80-0292839 | Investment Management | $638,711 |
Filed as: SIERRA INVESTMENT PARTNERS INC. Service code 28 · EIN 68-0370668 | Investment Management | $417,540 |
AMERICAN REALTY ADVISORS3 years Service code 28 · EIN 33-0123114 | Investment Management | $361,876 |
EATON VANCE7+ years Service code 28 · EIN 04-3101341 | Investment Management | $313,673 |
SMITH GRAHAM7+ years Filed as: SMITH, GRAHAM & CO. INVESTMENT ADV. Service code 28 · EIN 76-0301817 | Investment Management | $266,735 |
FOUNDRY PARTNERS7+ years Filed as: FOUNDRY PARTNERS, LLC Service code 28 · EIN 46-1184506 | Investment Management | $264,385 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-2432392 | Advisory (Plan) | $245,000 |
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.
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 17.37% | 19.37%-2.0pp | 11.08%+6.3pp | 15.63%+1.7pp |
| Employer contribution / active EE | $14,420 | $13,107+10.0% | $28,409-49.2% | $11,476+25.7% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |