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 |
|---|---|---|
WILSON-MCSHANE CORPORATION5 years Service code 13 · EIN 41-0956552 | Contract Administrator | $311,687 |
FIDUCIARY MANAGEMENT, INC.5 years Filed as: FIDUCIARY MANAGEMENT, INC Service code 28 · EIN 39-1346018 | Investment Management | $248,718 |
DEPRINCE, RACE & ZOLLO10+ years Filed as: DEPRINCE, RACE & ZOLLO, INC. Service code 28 · EIN 59-3299598 | Investment Management | $176,003 |
HIGHTOWER ADVISORS LLC4 years Filed as: HIGHTOWER ADVISORY Service code 28 · EIN 36-4500709 | Investment Management | $140,324 |
DEARBORN PARTNERS10+ years Filed as: DEARBORN PARTNERS, LLC. Service code 28 · EIN 36-4145621 | Investment Management | $125,413 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $109,087 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: QUEST INVESTMENT MGMT, INC. Service code 28 · EIN 93-0880854 | Investment Management | $103,414 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST Service code 28 · EIN 52-2037618 | Investment Management | $95,228 |
PIMCO FUNDS3 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $84,366 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Service code 28 · EIN 26-2237421 | Investment Management | $64,589 |
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 4.32% | 8.48%-4.2pp | 37.43%-33.1pp | 9.22%-4.9pp |
| Employer contribution / active EE | $10,116 | $8,226+23.0% | $38,058-73.4% | $13,567-25.4% |
| Participant deferral / active EE | $0 | $37-100.0% | $121-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |