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 |
|---|---|---|
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $194,136 |
FRANKLIN TEMPLETON1 year Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 51 · EIN 01-0846058 | Investment Mgmt Fees | $177,549 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 21 · EIN 82-3967259 | Bank Trustee | $102,796 |
PAYDEN & RYGEL6+ years Service code 51 · EIN 95-3927188 | Investment Mgmt Fees | $99,207 |
LAZARD ASSET MANAGEMENT1 year Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $90,230 |
CAMBIAR INVESTORS LLC6+ years Filed as: CAMBIAR Service code 51 · EIN 84-1596610 | Investment Mgmt Fees | $76,226 |
RENAISSANCE5 years Service code 51 · EIN 31-1448100 | Investment Mgmt Fees | $49,844 |
Filed as: REINHART PARTNERS Service code 51 · EIN 39-1711628 | Investment Mgmt Fees | $47,190 |
Filed as: ZACKS Service code 51 · EIN 36-3792197 | Investment Mgmt Fees | $24,682 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Filed as: EAGLE ASSET MANAGEMENT, INC. Service code 28 · EIN 59-2385219 | Investment Management | $16,623 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 7.42% | 12.77%-5.4pp | 90.60%-83.2pp | 12.86%-5.4pp |
| Employer contribution / active EE | $2,397 | $8,963-73.3% | $32,727-92.7% | $13,687-82.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |