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 ABBETT5 years Filed as: LORD, ABBET & CO LLC Service code 27 · EIN 13-5620131 | Advisory (Plan) | $557,192 |
BOSTON PARTNERS5 years Service code 27 | Advisory (Plan) | $246,295 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 | Investment Management | $220,827 |
INTER CONTINENTAL REAL ESTATE CORP5 years Service code 27 | Advisory (Plan) | $183,387 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 | Investment Management | $138,735 |
MANNING & NAPIER5 years Service code 27 · EIN 16-0995736 | Advisory (Plan) | $131,378 |
RBC GLOBAL ASSET MANAGEMENT5 years Service code 27 | Advisory (Plan) | $101,184 |
MORGAN STANLEY SMITH BARNEY5 years Service code 27 · EIN 13-2858466 | Advisory (Plan) | $88,239 |
THE SEGAL COMPANY6+ years Filed as: MARTIN E. SEGAL CO Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $86,595 |
BAHL & GAYNOR3 years Service code 28 | Investment Management | $79,311 |
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 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 4.18% | 6.82%-2.6pp | 8.01%-3.8pp | 12.86%-8.7pp |
| Employer contribution / active EE | $20,932 | $12,695+64.9% | $29,475-29.0% | $13,687+52.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |