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 |
|---|---|---|
BLACKSTONE1 year Filed as: BLACKSTONE INFRASTRUCTURE ADVISORS Service code 51 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Mgmt Fees | $2,702,722 |
Filed as: MESIROW FINANCIAL Service code 28 535 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $1,580,706 |
RIDGEWORTH10+ years Filed as: KAYNE ANDERSON RUDDICK Service code 28 · EIN 95-4575414 | Investment Management | $1,442,470 |
HARDING LOEVNER LP10+ years Service code 28 · EIN 27-0684167 | Investment Management | $1,202,866 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 51 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Mgmt Fees | $1,028,287 |
LSV ASSET MANAGEMENT6 years Service code 28 · EIN 23-2772200 | Investment Management | $900,488 |
HGK1 year Filed as: HGK TRINITY STREET Service code 51 525 WASHINGTON BLVD 20TH FL · JERSEY CITY, NJ 07310 | Investment Mgmt Fees | $831,418 |
SYSTEMATIC FINANCIAL MANAGEMENT10+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $686,871 |
DEPRINCE, RACE & ZOLLO1 year Filed as: DEPRINCE, RACE & ZOLLO INC Service code 51 · EIN 59-3299598 | Investment Mgmt Fees | $648,825 |
Filed as: NEWTON INVESTMENT MANAGEMENT Service code 28 | Investment Management | $638,365 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 9.91% | 9.57%+0.3pp | 16.77%-6.9pp | 9.57%+0.3pp |
| Employer contribution / active EE | $27,300 | $9,429+189.5% | $28,306-3.6% | $9,429+189.5% |
| Participant deferral / active EE | $0 | $408-100.0% | $40-99.7% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |