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 |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT3+ years Service code 28 · EIN 43-1225960 | Investment Management | $215,492 |
BOSTON PARTNERS3+ years Filed as: THE BOSTON COMPANY Service code 28 · EIN 04-3404987 | Investment Management | $157,093 |
Filed as: PRINCIPAL GLOBAL INVESTORS Service code 28 · EIN 42-1479618 | Investment Management | $150,560 |
US BANK1 year Filed as: US BANCORP Service code 19 · EIN 39-1939072 | Securities Custodian | $142,735 |
COMMERCE BANK3+ years Filed as: COMMERCE TRUST COMPANY Service code 28 · EIN 48-0962626 | Investment Management | $101,204 |
Service code 28 · EIN 95-3703295 | Investment Management | $100,753 |
Filed as: INVESTMENT CONSULTANT SERVICES Service code 27 · EIN 32-0016703 | Advisory (Plan) | $69,500 |
Service code 28 · EIN 34-1922005 | Investment Management | $65,059 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN CONSULTANTS AND ACTUARIES Service code 11 · EIN 91-0675641 | Actuarial | $59,169 |
Filed as: CENTERSQUARE INVESTMENT MGMT., INC. Service code 28 · EIN 23-2817243 | Investment Management | $53,837 |
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 | $955,976-100.0% | $280,855-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 0.0%0pp |
| Annual return | 8.44% | -1.31%+9.7pp | -0.70%+9.1pp | 33.37%-24.9pp |
| Employer contribution / active EE | $16,366 | $12,967+26.2% | $28,903-43.4% | $11,253+45.4% |
| Participant deferral / active EE | $0 | $1-100.0% | $148-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $0 | $1,852-100.0% | $99,113-100.0% |