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 |
|---|---|---|
BARON CAPITAL MANAGEMENT9 years Filed as: BARON CAPITAL Service code 28 · EIN 13-3122938 | Investment Management | $1,254,139 |
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $1,122,983 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,107,298 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON Service code 28 · EIN 13-5673135 | Investment Management | $1,081,508 |
WILLIAM BLAIR6 years Service code 28 · EIN 47-2614791 | Investment Management | $909,081 |
Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 10 · EIN 65-1205077 | Accounting | $773,547 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $745,047 |
PIMCO FUNDS6 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $706,947 |
BREDHOFF & KAISER6 years Service code 29 · EIN 52-0969534 | Legal | $358,694 |
GALLAGHER FIDUCIARY ADVISORS, LLC10+ years Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $356,685 |
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 | $197,205-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 26.7%-26.7pp | 0.0%0pp |
| Annual return | 5.11% | 9.22%-4.1pp | 9.79%-4.7pp | 9.22%-4.1pp |
| Employer contribution / active EE | $130,091 | $13,567+858.9% | $40,174+223.8% | $13,567+858.9% |
| Participant deferral / active EE | $0 | $575-100.0% | $199-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $1,949-100.0% | - |