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 |
|---|---|---|
LOOMIS SAYLES11+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 28 · EIN 04-3200030 | Investment Management | $680,239 |
INTECH INVESTMENT MANAGEMENT LLC11+ years Filed as: JANUS CAPITAL MANAGEMENT, INC Service code 28 · EIN 75-3019302 | Investment Management | $597,305 |
LSV ASSET MANAGEMENT11+ years Filed as: HGK ASSET MANAGEMENT, INC. Service code 28 · EIN 52-1296988 | Investment Management | $425,706 |
STATE STREET GLOBAL ADVISORS11+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $383,666 |
THE SEGAL COMPANY11+ years Filed as: THE SEGAL COMPANY, INC. Service code 11 · EIN 13-1835864 | Actuarial | $366,159 |
SOUTHERN SUN ASSET MANAGEMENT11+ years Service code 28 · EIN 27-2990431 | Investment Management | $338,812 |
GLOBEFLEX INTERNATIONAL2 years Service code 28 · EIN 20-5826373 | Investment Management | $333,699 |
EMPLOYEE12 years Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $282,966 |
EMPLOYEE22 years Service code 35 · EIN 52-0743575 | Employee (plan sponsor) | $279,011 |
LSV ASSET MANAGEMENT11+ years Service code 28 · EIN 23-2772200 | Investment Management | $256,302 |
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.
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 | $0 | $226,918-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 0.0%0pp |
| Annual return | 14.02% | 9.22%+4.8pp | 9.49%+4.5pp | 9.22%+4.8pp |
| Employer contribution / active EE | $33,853 | $13,567+149.5% | $29,215+15.9% | $13,567+149.5% |
| Participant deferral / active EE | $0 | $575-100.0% | $359-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $16,566-100.0% | - |