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 |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES10+ years Service code 27 · EIN 58-2432390 7402 HODGSON MEMORIAL DR. · SAVANNAH, GA 31406 | Advisory (Plan) | $333,897 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT, L.L.P. Service code 28 · EIN 56-1557450 301 S. COLLEGE ST., 2920 · CHARLOTTE, NC 28202 | Investment Management | $91,660 |
HAMILTON LANE ADVISORS, LLC4 years Service code 28 · EIN 23-2962336 ONE PRESIDENTIAL BLVD. · BALA CYNWYD, PA 19004 | Investment Management | $72,023 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 1920 N STREET, NW · WASHINGTON, DC 20036 | Actuarial | $65,278 |
Service code 28 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $57,039 |
Filed as: BENEFITS ADMINISTRATION, LLC Service code 14 · EIN 52-1139156 8600 LASALLE ROAD,STE 605 · TOWSON, MD 21286 | Plan Administrator | $54,838 |
Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1205 WESTLAKES DRIVE · BERWYN, PA 19312 | Investment Management | $48,887 |
WELLINGTON TRUST COMPANY10+ years Service code 28 · EIN 04-2755549 | Investment Management | $48,575 |
ABATO, RUBENSTEIN & ABATO10+ years Service code 29 · EIN 52-0904713 809 GLEN EAGLES COURT · TOWSON, MD 21286 | Legal | $44,000 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JPMORGAN CHASE BANK, N.A. Service code 28 277 PARK AVENUE · NEW YORK, NY 10172 | Investment Management | $40,311 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 9.04% | 8.51%+0.5pp | 10.54%-1.5pp | 8.76%+0.3pp |
| Employer contribution / active EE | $31,651 | $16,216+95.2% | $26,782+18.2% | $16,627+90.4% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |