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 |
|---|---|---|
GCM GROSVENOR6 years Filed as: GROSVENOR INSTITUTIONAL PARTNERS, L Service code 28 · EIN 36-4336976 | Investment Management | $334,290 |
SIGULER GUFF ADVISERS, LLC8 years Filed as: SIGULER GUFF & COMPANY LP Service code 28 825 THIRD AVENUE, 10TH FLOOR · NEW YORK, NY 10022 | Investment Management | $314,900 |
SYSTEMATIC FINANCIAL MANAGEMENT10+ years Filed as: SYSTEMATIC FINANCIAL MGMT, LP Service code 28 · EIN 22-3367558 | Investment Management | $287,335 |
LOCAL UNION 124 BENEFIT OFFICE10+ years Filed as: IBEW BENEFIT CENTER Service code 13 · EIN 46-1662293 | Contract Administrator | $193,946 |
NEW TOWER8 years Filed as: NEW TOWER ADVISORS Service code 18 · EIN 52-6218800 | Custodial (other than securities); In... | $183,827 |
LOOMIS SAYLES1 year Filed as: LOOMIS, SAYLES & CO, LP Service code 28 · EIN 04-3200030 | Investment Management | $107,619 |
Service code 29 · EIN 43-1174269 | Legal | $98,657 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 36-3555078 | Advisory (Plan) | $87,786 |
CHEIRON6 years Filed as: CHEIRON, INC. Service code 11 · EIN 13-4215617 | Actuarial | $83,296 |
NATIONAL REAL ESTATE ADVISORS, LLC10+ years Filed as: NATIONAL REAL ESTATE ADVISORS Service code 28 · EIN 26-2237421 | Investment Management | $73,522 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | 8.73% | 10.50%-1.8pp | 9.65%-0.9pp | 9.22%-0.5pp |
| Employer contribution / active EE | $8,026 | $14,720-45.5% | $26,259-69.4% | $13,567-40.8% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |