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 |
|---|---|---|
RIDGEWORTH1+ years Filed as: KAYNE ANDERSON RUDDICK Service code 28 · EIN 95-4575414 | Investment Management | $949,451 |
HARDING LOEVNER LP1+ years Service code 28 · EIN 27-0684167 | Investment Management | $754,412 |
WINSLOW CAPITAL MANAGEMENT1+ years Service code 28 · EIN 90-0860898 | Investment Management | $731,696 |
LAZARD ASSET MANAGEMENT1+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $705,202 |
GOODWIN CAPITAL ADVISORS1+ years Service code 28 · EIN 13-5155720 | Investment Management | $683,194 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 28 · EIN 22-3367558 | Investment Management | $582,434 |
PENN CAPITAL MANAGEMENT1+ years Service code 28 · EIN 22-2796848 | Investment Management | $572,746 |
Service code 29 · EIN 46-5214841 | Legal | $471,605 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310632 | Advisory (Plan) | $420,939 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $379,998 |
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.
Annual investment return 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 | $57,821-100.0% | $442,730-100.0% | $57,821-100.0% |
| Participation rate | 0.0% | 5.5%-5.5pp | 12.5%-12.5pp | 5.5%-5.5pp |
| Annual return | -2.23% | 5.86%-8.1pp | 4.72%-6.9pp | 5.86%-8.1pp |
| Employer contribution / active EE | $19,865 | $10,137+96.0% | $30,821-35.5% | $10,137+96.0% |
| Participant deferral / active EE | $3 | $492-99.3% | $113-97.0% | $492-99.3% |
| Admin fee / account holder | $0 | $387-100.0% | $2,146-100.0% | $387-100.0% |