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 |
|---|---|---|
LOOMIS SAYLES3 years Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $181,330 |
PAYDEN & RYGEL10+ years Service code 51 · EIN 95-3921788 | Investment Mgmt Fees | $146,256 |
FRANKLIN TEMPLETON5 years Filed as: CLEARBRIDGE INVESTMENTS, LLC Service code 51 · EIN 01-0846058 | Investment Mgmt Fees | $123,796 |
Filed as: ZACKS Service code 51 · EIN 36-3792197 | Investment Mgmt Fees | $113,617 |
NUVEEN3 years Service code 51 · EIN 27-4357327 | Investment Mgmt Fees | $111,502 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $106,331 |
MERCER2 years Service code 11 · EIN 13-2834414 | Actuarial | $102,950 |
GUARDIAN FINANCIAL2 years Service code 27 · EIN 82-1015229 | Advisory (Plan) | $100,000 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $82,448 |
RENAISSANCE9 years Service code 51 · EIN 31-1448100 | Investment Mgmt Fees | $68,713 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 5.59% | 5.48%+0.1pp | 9.84%-4.3pp | 9.30%-3.7pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,320-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |