See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
MANNING & NAPIER3+ years Service code 28 · EIN 45-3328488 | Investment Management | $502,707 |
NEUBERGER BERMAN3+ years Service code 28 · EIN 13-5521910 | Investment Management | $376,181 |
COLUMBUS CIRCLE INVESTORS3+ years Filed as: COLUMBUS CIRCLE Service code 28 · EIN 13-3441483 | Investment Management | $227,430 |
PNC BANK, N.A.3+ years Filed as: PNC BANK Service code 19 · EIN 25-1197336 | Securities Custodian | $206,049 |
JOHNSTON ASSET MANAGEMENT3+ years Service code 28 · EIN 13-3257590 | Investment Management | $168,587 |
FOUNDRY PARTNERS1 year Service code 28 · EIN 46-1184506 | Investment Management | $130,553 |
ANDCO CONSULTING1 year Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $120,700 |
SNOW CAPITAL MANAGEMENT3+ years Filed as: SNOW CAPITAL Service code 28 · EIN 25-1894430 | Investment Management | $94,893 |
SEGALL BRYANT & HAMILL1 year Service code 28 · EIN 41-1788385 | Investment Management | $79,442 |
EXETER TRUST COMPANY3+ years Service code 19 · EIN 02-0476209 | Securities Custodian | $72,270 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.62% | 12.33%+0.3pp | 8.32%+4.3pp | 17.84%-5.2pp |
| Employer contribution / active EE | $10,447 | $11,641-10.3% | $30,793-66.1% | $14,688-28.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |