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 |
|---|---|---|
SLC MANAGEMENT1 year Filed as: SLC MANAGEMENT, LLC Service code 28 · EIN 26-3730703 | Investment Management | $362,457 |
ROAD CARRIERS LOCAL 707 WELFARE FD10+ years Service code 49 · EIN 11-2159859 | Other Services | $281,282 |
GREAT LAKES ADVISORS, LLC3 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $245,943 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP, CHARTERED Service code 29 · EIN 52-1219029 | Legal | $239,010 |
PIMCO FUNDS3 years Filed as: PIMCO Service code 28 · EIN 06-1050034 | Investment Management | $163,225 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES AND CO., LP Service code 28 · EIN 04-3200030 | Investment Management | $140,186 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $114,729 |
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $103,427 |
CARY KANE LLP10+ years Service code 29 · EIN 20-1942442 | Legal | $102,896 |
SAGE FINANCIAL GROUP INC3 years Filed as: SAGE FINANCIAL GROUP, LLC Service code 28 · EIN 20-2704598 | Investment Management | $99,454 |
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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 2.96% | 9.14%-6.2pp | 16.77%-13.8pp | 9.14%-6.2pp |
| Employer contribution / active EE | $19,370 | $19,963-3.0% | $28,306-31.6% | $19,963-3.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $40-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |