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 |
|---|---|---|
ENTRUSTPERMAL1 year Service code 51 · EIN 41-2048502 | Investment Mgmt Fees | $3,908,559 |
Filed as: HAMILTON LANE (LEGACY) Service code 51 · EIN 23-2962336 | Investment Mgmt Fees | $2,977,890 |
ROCK CREEK GROUP1 year Service code 28 · EIN 04-3648062 | Investment Management | $2,345,530 |
LOOMIS SAYLES2+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $2,098,167 |
JACKSON SQUARE PARTNERS1 year Filed as: JACKSON SQ PARTNERS Service code 51 · EIN 80-0945254 | Investment Mgmt Fees | $2,066,877 |
Filed as: NEW SOUTH CAPITAL MGMT Service code 51 · EIN 62-1237220 | Investment Mgmt Fees | $1,801,974 |
ADVISORY RESEARCH1 year Service code 28 · EIN 36-2831881 | Investment Management | $1,706,577 |
THE LONDON COMPANY1 year Filed as: THE) LONDON COMPANY Service code 28 · EIN 90-0824693 | Investment Management | $1,636,998 |
Filed as: DRIEHAUS CAPITAL MGMT Service code 28 · EIN 20-3634295 | Investment Management | $1,601,754 |
Filed as: ACADIAN ASSET MGMT Service code 28 · EIN 04-2929221 | Investment Management | $1,224,112 |
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 | $40,289-100.0% | $151,941-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 4.2%-4.2pp |
| Annual return | 5.54% | 7.02%-1.5pp | 5.44%+0.1pp | 10.64%-5.1pp |
| Employer contribution / active EE | $3,972 | $9,548-58.4% | $25,481-84.4% | $11,561-65.6% |
| Participant deferral / active EE | $0 | $399-100.0% | $65-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $11,765-100.0% | $312-100.0% |