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 |
|---|---|---|
Filed as: BNY MELLON INV ADVISER INC Service code 28 · EIN 13-5673135 | Investment Management | $1,253,519 |
Filed as: WCM INVESTMENT MANAGEMENT LLC Service code 28 · EIN 95-3046237 | Investment Management | $1,160,812 |
INTECH INVESTMENT MANAGEMENT LLC10+ years Filed as: JANUS CAPITAL MANAGEMENT LLC Service code 28 · EIN 75-3019302 | Investment Management | $1,116,999 |
AMERICAN REALTY ADVISORS10+ years Filed as: MACKAY SHIELDS LLC Service code 28 · EIN 13-5582869 | Investment Management | $886,651 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES AND COMPANY Service code 28 · EIN 04-3200030 | Investment Management | $776,861 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $553,025 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $521,725 |
GAMCO ASSET MANAGEMENT10+ years Filed as: GAMCO ASSET MANAGEMENT INC Service code 28 · EIN 13-4044521 | Investment Management | $466,347 |
COLUMBIA9 years Filed as: COLUMBIA MGMT INVEST ADVISERS LLC Service code 28 · EIN 41-1533211 | Investment Management | $463,206 |
SCOUT INVESTMENTS, INC.2 years Filed as: SCOUT INVESTMENTS INC. Service code 28 · EIN 43-1925734 | Investment Management | $400,974 |
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 | 8.90% | 9.57%-0.7pp | 9.65%-0.8pp | 9.57%-0.7pp |
| Employer contribution / active EE | $20,586 | $8,891+131.5% | $26,259-21.6% | $8,891+131.5% |
| Participant deferral / active EE | $0 | $333-100.0% | $145-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |