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 |
|---|---|---|
PGIM INVESTMENTS7+ years Filed as: PGIM REAL ESTATE Service code 28 · EIN 22-1211670 | Investment Management | $366,132 |
CHEIRON7+ years Service code 11 · EIN 13-4215617 | Actuarial | $225,861 |
Service code 28 · EIN 13-3257590 | Investment Management | $145,338 |
ATLANTA CAPITAL MANAGEMENT7+ years Filed as: ATLANTA CAPITAL MANAGMENT Service code 28 · EIN 58-2236910 | Investment Management | $134,531 |
ASSOCIATED ADMINISTRATORS, LLC7+ years Filed as: ASSOCIATED ADMINISTRATORS Service code 12 · EIN 65-1205077 | Recordkeeping and information managem... | $125,558 |
GREAT LAKE ADVISORS1 year Filed as: GREAT LAKE ADVISORS, LLC Service code 28 · EIN 80-0292839 | Investment Management | $106,918 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $100,625 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN, LEWIS & BOCKIUS, LP Service code 29 · EIN 23-0891050 | Legal | $92,788 |
HAMILTON LANE ADVISORS, LLC5 years Service code 28 · EIN 23-2962336 | Investment Management | $72,604 |
BLANK ROME LLP5 years Filed as: BLANK ROME, LLP Service code 29 · EIN 23-1311874 | Legal | $69,931 |
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 | $1,472,696-100.0% | - | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 0.0%0pp | 0.7%-0.7pp |
| Annual return | 18.04% | 13.24%+4.8pp | 10.84%+7.2pp | 13.24%+4.8pp |
| Employer contribution / active EE | $15,753 | $14,616+7.8% | $35,054-55.1% | $14,616+7.8% |
| Participant deferral / active EE | $0 | $830-100.0% | $0 | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | - | $4,137-100.0% |