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 |
|---|---|---|
FIDUCIARY MANAGEMENT, INC.4+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $69,099 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $68,965 |
HARDING LOEVNER LP4+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-3010247 | Investment Management | $63,388 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 4520 MAIN ST STE. 800 · KANSAS CITY, MO 64111 | Advisory (Plan) | $58,733 |
DELAWARE INVESTMENTS3 years Filed as: MACQUARIE ASSET MANAGEMENT Service code 28 2005 MARKET ST · PHILADELPHIA, PA 191037094 | Investment Management | $55,119 |
HORIZON ACTUARIAL SERVICES, LLC4+ years Filed as: HORIZON ACTUARIAL Service code 11 · EIN 26-1370698 | Actuarial | $54,024 |
ARISTOTLE CAPITAL MANAGEMENT2 years Filed as: ARISTOTLE Service code 28 125 SUMMER ST, STE 1220 · BOSTON, MA 02110 | Investment Management | $51,225 |
MICHELLE OCHOCINSKI4+ years Filed as: MICHELLE ROSS Service code 30 6321 BLUE RIDGE BLVD · RAYTOWN, MO 64133 | Employee (plan); Direct payment from ... | $34,324 |
Filed as: LONGFELLOW MANAGEMENT Service code 28 20 WINTHROP SQ · BOSTON, MA 02110 | Investment Management | $26,590 |
FINANCIAL COUNSELORS INC2 years Service code 28 · EIN 43-0890172 | Investment Management | $25,790 |
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.
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 1.12% | 10.27%-9.2pp | 10.56%-9.4pp | 53.27%-52.2pp |
| Employer contribution / active EE | $6,595 | $12,273-46.3% | $30,197-78.2% | $14,774-55.4% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |