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 |
|---|---|---|
RIDGEWORTH4+ years Filed as: KAYNE ANDERSON RUDDICK Service code 28 · EIN 95-4575414 | Investment Management | $1,330,437 |
WINSLOW CAPITAL MANAGEMENT4+ years Service code 28 · EIN 90-0860898 | Investment Management | $906,959 |
SYSTEMATIC FINANCIAL MANAGEMENT4+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 28 · EIN 22-3367558 | Investment Management | $846,880 |
LAZARD ASSET MANAGEMENT4+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $785,617 |
HARDING LOEVNER LP4+ years Service code 28 · EIN 27-0684167 | Investment Management | $783,746 |
NATIONAL INVESTMENT SERVICES3 years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 80-0169636 | Investment Management | $739,126 |
GREAT LAKES ADVISORS, LLC4+ years Filed as: GREAT LAKES ADVISORS Service code 51 · EIN 80-0292839 | Investment Mgmt Fees | $480,373 |
NUVEEN4+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 47-0875103 | Investment Mgmt Fees | $468,847 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN LEWIS & BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $276,353 |
MANULIFE ASSET MANAGEMENT2 years Filed as: MANULIFE ASSET MGMT TST CO LLC Service code 51 · EIN 45-2395022 | Investment Mgmt Fees | $233,354 |
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 | $94,563-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.9%-17.9pp | 0.0%0pp |
| Annual return | -1.53% | 1023.85%-1025.4pp | 16.32%-17.8pp | 1023.85%-1025.4pp |
| Employer contribution / active EE | $20,630 | $11,605+77.8% | $31,806-35.1% | $11,605+77.8% |
| Participant deferral / active EE | $2 | $275-99.1% | $211-98.9% | $275-99.1% |
| Admin fee / account holder | $0 | $0 | $0 | - |