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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 · EIN 52-1590516 6301 INDIAN SCHOOL RD NE · ALBUQUERQUE, NM 87110 | Contract Administrator | $181,957 |
POLEN CAPITAL3 years Filed as: POLEN CAPITAL MANAGEMENT LLC Service code 28 · EIN 26-0319356 1825 NW CORPORATE BLVD · BOCA RATON, FL 33431 | Investment Management | $117,450 |
LORD ABBETT4+ years Service code 28 · EIN 13-5620131 90 HUDSON STREET · JERSEY CITY, NJ 07302 | Investment Management | $94,126 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS FINANCIAL SERVICES Service code 28 · EIN 13-2638166 2155 LOUISIANA BLVD NE · ALBUQUERQUE, NM 87110 | Investment Management | $81,753 |
ATLANTA CAPITAL MANAGEMENT4+ years Filed as: ATLANTA CAPITAL Service code 28 · EIN 58-2236910 1075 PEACHTREE STREET NE · ATLANTA, GA 30309 | Investment Management | $38,120 |
WALKER & VAN HEIJENOORT4+ years Filed as: WALKER & VAN HEIJENOORT, P.C. Service code 29 · EIN 85-0365189 6508 POZA RICA CT NW · ALBUQUERQUE, NM 87107 | Legal | $17,600 |
CAMBIAR INVESTORS LLC3 years Service code 28 · EIN 84-1596610 200 COLUMBINE STREET · DENVER, CO 80206 | Investment Management | $17,265 |
LAZARD ASSET MANAGEMENT3 years Service code 28 · EIN 05-0530199 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $15,393 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST · TEMPE, AZ 85082 | Actuarial | $14,500 |
FINDELL & COMPANY, P.C.4+ years Service code 10 · EIN 85-0357326 6605 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $13,174 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $66,051-100.0% | $92,893-100.0% | $77,787-100.0% |
| Participation rate | 0.0% | 81.0%-81.0pp | 76.0%-76.0pp | 73.2%-73.2pp |
| Annual return | 5.78% | 20.69%-14.9pp | 109.41%-103.6pp | 32.57%-26.8pp |
| Employer contribution / active EE | $941 | $3,426-72.5% | $3,653-74.2% | $2,504-62.4% |
| Participant deferral / active EE | $543 | $3,013-82.0% | $4,236-87.2% | $3,967-86.3% |
| Admin fee / account holder | $0 | $148-100.0% | $5,794-100.0% | $100-100.0% |