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 |
|---|---|---|
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $1,394,288 |
T ROWE PRICE RPS INC8 years Filed as: T ROWE PRICE ASSOCIATES INC. Service code 28 · EIN 52-0556948 | Investment Management | $817,544 |
WELLINGTON TRUST COMPANY10+ years Service code 28 · EIN 04-2755549 | Investment Management | $814,003 |
MARATHON ASSET MANAGEMENT10+ years Filed as: MARATHON LONDON Service code 21 · EIN 61-6506892 | Bank Trustee | $790,633 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $779,241 |
AB FUNDS10+ years Filed as: ALLIANCE BERNSTEIN Service code 28 · EIN 13-4064930 | Investment Management | $765,355 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES & COMPANY LP Service code 28 · EIN 04-3200030 | Investment Management | $745,290 |
THOMPSON, SIEGEL & WALMSLEY4 years Filed as: THOMPSON, SIEGEL, WALMSLEY Service code 28 · EIN 54-0854396 | Investment Management | $741,739 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $600,875 |
MCGANN KETTERMAN & RIOUX9 years Filed as: MCGANN KETTERMAN & RIOUX, LTD. Service code 29 · EIN 36-3968279 | Legal | $578,664 |
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.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 23.20% | 9.57%+13.6pp | 9.65%+13.6pp | 9.57%+13.6pp |
| Employer contribution / active EE | $23,551 | $8,891+164.9% | $26,259-10.3% | $8,891+164.9% |
| Participant deferral / active EE | $0 | $333-100.0% | $145-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |