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 |
|---|---|---|
WILLIAM BLAIR5+ years Service code 28 · EIN 47-2614791 | Investment Management | $1,125,661 |
LSV ASSET MANAGEMENT5+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,077,831 |
NB ALTERNATIVES ADVISERS LLC4 years Service code 52 · EIN 30-0536163 | Indirect Investment Fees | $1,034,846 |
AB FUNDS5+ years Filed as: ALLIANCE BERNSTEIN LP Service code 51 · EIN 13-4069430 | Investment Mgmt Fees | $998,431 |
DEARBORN PARTNERS5+ years Filed as: DEARBORN PARTNERS LLC Service code 51 · EIN 36-4145621 | Investment Mgmt Fees | $869,794 |
ULLICO5+ years Filed as: THE UNION LABOR LIFE INSURANCE CO. Service code 28 · EIN 13-1423090 | Investment Management | $800,357 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES, & COMPANY LP Service code 28 · EIN 20-8080381 | Investment Management | $764,554 |
Filed as: PARAMETRIC PORTFOLIO ASSOC. LLC Service code 51 · EIN 20-0292745 | Investment Mgmt Fees | $581,452 |
Filed as: STERLING UNITED PROPERTIES, LP Service code 51 · EIN 47-3143852 | Investment Mgmt Fees | $483,745 |
Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $387,150 |
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.
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 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 1.26% | 13.80%-12.5pp | 8.01%-6.8pp | 13.80%-12.5pp |
| Employer contribution / active EE | $21,866 | $10,386+110.5% | $29,475-25.8% | $10,386+110.5% |
| Participant deferral / active EE | $0 | $448-100.0% | $735-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |