Filed January 3, 2020
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 |
|---|---|---|
Service code 27 · EIN 58-2432390 | Advisory (Plan) | $97,750 |
GREAT LAKES ADVISORS, LLC7 years Filed as: GREAT LAKES ADVISORS Service code 27 · EIN 36-3153396 | Advisory (Plan) | $40,425 |
MESIROW FINANCIAL INVESTMENT MANAGE10+ years Service code 27 · EIN 11-2814158 | Advisory (Plan) | $35,108 |
Service code 27 · EIN 86-1680526 | Advisory (Plan) | $20,864 |
GCM GROSVENOR1 year Filed as: GCM GROSVENOR PRIVATE CREDIT FUND Service code 27 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 60611 | Advisory (Plan) | $16,222 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL LLC Service code 27 · EIN 41-1788385 | Advisory (Plan) | $11,787 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT L.L.P. Service code 27 · EIN 56-1557450 | Advisory (Plan) | $8,083 |
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 | $49,655-100.0% | $226,918-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.5%-17.5pp | 17.1%-17.1pp |
| Annual return | 9.00% | 10.98%-2.0pp | 9.49%-0.5pp | 9.82%-0.8pp |
| Employer contribution / active EE | $72,728 | $19,261+277.6% | $29,215+148.9% | $13,587+435.3% |
| Participant deferral / active EE | $0 | $1,087-100.0% | $359-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | $16,566-100.0% | $2,893-100.0% |