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 |
|---|---|---|
RIDGEWORTH2+ years Filed as: KAYNE ANDERSON RUDDICK Service code 28 · EIN 95-4575414 | Investment Management | $1,031,196 |
HARDING LOEVNER LP2+ years Service code 28 · EIN 27-0684167 | Investment Management | $742,468 |
WINSLOW CAPITAL MANAGEMENT2+ years Service code 28 · EIN 90-0860898 | Investment Management | $721,207 |
LAZARD ASSET MANAGEMENT2+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $630,240 |
SYSTEMATIC FINANCIAL MANAGEMENT2+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 28 · EIN 22-3367558 | Investment Management | $608,700 |
Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $551,304 |
GOODWIN CAPITAL ADVISORS2+ years Service code 28 · EIN 13-5155720 | Investment Management | $518,255 |
GREAT LAKES ADVISORS, LLC2+ years Filed as: GREAT LAKES ADVISORS Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $406,349 |
NUVEEN2+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 47-0875103 | Investment Mgmt Fees | $379,461 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $343,368 |
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 | $0 | $85,985-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.2%-19.2pp | 0.0%0pp |
| Annual return | 4.68% | 16.32%-11.6pp | 14.20%-9.5pp | 16.32%-11.6pp |
| Employer contribution / active EE | $20,282 | $12,766+58.9% | $27,968-27.5% | $12,766+58.9% |
| Participant deferral / active EE | $1 | $800-99.8% | $576-99.8% | $800-99.8% |
| Admin fee / account holder | $0 | $0 | $6,028-100.0% | - |