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 |
|---|---|---|
ULLICO6 years Service code 28 · EIN 52-6435649 | Investment Management | $547,703 |
IFM INVESTORS PTY LTD3 years Filed as: IFM INVESTORS Service code 28 114 WEST 47TH STREET · NEW YORK, NY 10036 | Investment Management | $390,507 |
Filed as: CHAMPLAIN INVESTMENT PARTNERS, LLC Service code 28 180 BATTERY ST, SUITE 400 · BURLINGTON, VT 05401 | Investment Management | $279,088 |
GLOBAL TRUST COMPANY6 years Service code 28 · EIN 26-3761443 | Investment Management | $229,238 |
NEUBERGER BERMAN11+ years Service code 28 · EIN 13-5521910 | Investment Management | $216,970 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES & CO LLP Service code 28 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $197,676 |
C.S. MCKEE, L.P.1 year Filed as: CS MCKEE Service code 28 · EIN 84-3346426 | Investment Management | $183,364 |
POLEN CAPITAL6 years Filed as: POLEN Service code 28 1825 CORPORATE BLVD NW #300 · BOCA RATON, FL 33431 | Investment Management | $174,142 |
JOHNSTON ASSET MANAGEMENT11+ years Service code 28 · EIN 13-3257590 | Investment Management | $144,486 |
MARINER LLC2 years Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $130,000 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 11.77% | 10.50%+1.3pp | 9.65%+2.1pp | 9.22%+2.5pp |
| Employer contribution / active EE | $12,426 | $14,720-15.6% | $26,259-52.7% | $13,567-8.4% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |