See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
LORD ABBETT4 years Filed as: LORD, ABBET & CO LLC Service code 27 · EIN 13-5620131 | Advisory (Plan) | $677,305 |
BOSTON PARTNERS4 years Service code 27 | Advisory (Plan) | $252,203 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 | Investment Management | $201,771 |
MANNING & NAPIER4 years Service code 27 · EIN 16-0995736 | Advisory (Plan) | $198,359 |
INTER CONTINENTAL REAL ESTATE CORP4 years Service code 27 | Advisory (Plan) | $180,066 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 | Investment Management | $130,924 |
THE SEGAL COMPANY5+ years Filed as: MARTIN E. SEGAL CO Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $107,615 |
RBC GLOBAL ASSET MANAGEMENT4 years Service code 27 | Advisory (Plan) | $92,905 |
MORGAN STANLEY SMITH BARNEY4 years Service code 27 · EIN 13-2858466 | Advisory (Plan) | $88,239 |
BAHL & GAYNOR2 years Service code 28 | Investment Management | $67,167 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 0.0%0pp |
| Annual return | 16.14% | 12.20%+3.9pp | 10.56%+5.6pp | 21.83%-5.7pp |
| Employer contribution / active EE | $22,120 | $12,801+72.8% | $30,197-26.7% | $12,237+80.8% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |