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 |
|---|---|---|
OLD GLORY ASSET MANAGEMENT7+ years Service code 28 · EIN 90-0065134 | Investment Management | $209,285 |
LSV ASSET MANAGEMENT7+ years Service code 28 · EIN 23-2772200 | Investment Management | $169,471 |
ASSOCIATED ADMINISTRATORS, LLC7+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $98,220 |
GOLDMAN SACHS5 years Filed as: CORBIN CAPITAL PARTNERS, L.P. Service code 28 · EIN 30-0299433 | Investment Management | $89,983 |
INVESTMENT PERFORMANCE SERVICES7+ years Service code 28 · EIN 58-1645832 | Investment Management | $76,300 |
JAG CAPITAL MANAGEMENT7+ years Service code 28 · EIN 45-3306979 | Investment Management | $64,427 |
NEWTOWER TRUST COMPANY7+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $59,855 |
THE MCKEOGH COMPANY7+ years Service code 11 · EIN 23-3003375 | Actuarial | $58,000 |
JOHNSTON ASSET MANAGEMENT7+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 28 · EIN 13-3257590 | Investment Management | $57,870 |
Service code 51 · EIN 04-2895544 | Investment Mgmt Fees | $57,167 |
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 | $533,469-100.0% | $201,582-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 0.7%-0.7pp |
| Annual return | 18.11% | 24.46%-6.4pp | 11.08%+7.0pp | 13.24%+4.9pp |
| Employer contribution / active EE | $22,562 | $11,981+88.3% | $28,409-20.6% | $14,616+54.4% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $5,364-100.0% | $6,559-100.0% | $4,137-100.0% |