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 |
|---|---|---|
ULLICO1 year Service code 28 · EIN 52-6435649 | Investment Management | $333,197 |
NEUBERGER BERMAN6+ years Service code 28 · EIN 13-5521910 | Investment Management | $322,063 |
POLEN CAPITAL1 year Filed as: POLEN Service code 28 1825 CORPORATE BLVD NW #300 · BOCA RATON, FL 33431 | Investment Management | $167,953 |
LOOMIS SAYLES3 years Filed as: LOOMIS SAYLES & CO LLP Service code 28 PO BOX 7247-6804 · PHILADELPHIA, PA 191706804 | Investment Management | $150,912 |
JOHNSTON ASSET MANAGEMENT6+ years Service code 28 · EIN 13-3257590 | Investment Management | $149,802 |
FOUNDRY PARTNERS4 years Service code 28 · EIN 46-1184506 | Investment Management | $137,599 |
ANDCO CONSULTING4 years Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $120,000 |
SEGALL BRYANT & HAMILL4 years Service code 28 · EIN 41-1788385 | Investment Management | $100,485 |
GLOBAL TRUST COMPANY1 year Service code 28 · EIN 26-3761443 | Investment Management | $94,394 |
MANNING & NAPIER6+ years Service code 28 · EIN 45-3328488 | Investment Management | $68,474 |
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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 11.61% | 6.82%+4.8pp | 8.01%+3.6pp | 12.86%-1.2pp |
| Employer contribution / active EE | $10,081 | $12,695-20.6% | $29,475-65.8% | $13,687-26.3% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |