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 |
|---|---|---|
WINSLOW CAPITAL MANAGEMENT6+ years Service code 28 · EIN 90-0860898 | Investment Management | $1,201,936 |
RIDGEWORTH6+ years Filed as: KAYNE ANDERSON RUDDICK Service code 28 · EIN 95-4575414 | Investment Management | $1,136,827 |
HARDING LOEVNER LP6+ years Service code 28 · EIN 27-0684167 | Investment Management | $824,093 |
NATIONAL INVESTMENT SERVICES5 years Filed as: NATIONAL INVESTMENT SERVICES INC Service code 28 · EIN 84-3937993 | Investment Management | $790,119 |
SYSTEMATIC FINANCIAL MANAGEMENT6+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 52 · EIN 22-3367558 | Indirect Investment Fees | $781,461 |
DELAWARE INVESTMENTS1 year Filed as: MACQUARIE INVESTMENT ADVISERS Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $648,305 |
Filed as: MESIROW FINANCIAL Service code 28 535 NORTH CLARK STREET · CHICAGO, IL 60654 | Investment Management | $530,000 |
LSV ASSET MANAGEMENT2 years Service code 28 · EIN 23-2772200 | Investment Management | $523,808 |
LAZARD ASSET MANAGEMENT6+ years Filed as: LAZARD ASSET MANAGEMENT, LLC Service code 28 · EIN 05-0530199 | Investment Management | $478,420 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLOOR · SILVER SPRING, MD 20910 | Investment Management | $463,103 |
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.
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 | $490,804-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 0.0%0pp |
| Annual return | 9.57% | 19.39%-9.8pp | 14.84%-5.3pp | 19.39%-9.8pp |
| Employer contribution / active EE | $24,125 | $8,446+185.6% | $37,950-36.4% | $8,446+185.6% |
| Participant deferral / active EE | $5 | $353-98.7% | $127-96.4% | $353-98.7% |
| Admin fee / account holder | $0 | $0 | $1-100.0% | - |