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 |
|---|---|---|
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL GROUP LP Service code 28 11100 SANTA MONICA BLVD, SUITE 2000 · LOS ANGELES, CA 90025 | Investment Management | $698,020 |
POLEN CAPITAL8+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 2700 NORTH MILITARY TRAIL · BOCA RATON, FL 33431 | Investment Management | $233,918 |
LAZARD ASSET MANAGEMENT4 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 20-0169148 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $160,437 |
Service code 14 · EIN 65-0498809 2010 NW 150 AVE · PEMBROKE PINES, FL 33028 | Plan Administrator | $142,017 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $131,824 |
RIDGEWORTH5 years Filed as: KAYNE ANDERSON RUDNICK INVESTMENT Service code 28 · EIN 95-4575414 1800 AVE OF THE STARS 2ND FLOOR · LOS ANGELES, CA 90067 | Investment Management | $131,092 |
FIERA CAPITAL6 years Service code 28 · EIN 13-2726734 375 PARK AVE 8TH FLOOR · NEW YORK, NY 10152 | Investment Management | $124,826 |
Filed as: CONFLUENCE INVESTMENT MANAGEMENT Service code 28 · EIN 26-1764456 20 ALLEN AVE STE 300 · ST. LOUIS, MO 63119 | Investment Management | $119,154 |
ATLANTA CAPITAL MANAGEMENT8+ years Service code 28 · EIN 26-3757865 191 PEACHTREE ST NE STE 2500 · ATLANTA, GA 30303 | Investment Management | $115,841 |
PNC BANK, N.A.1 year Service code 28 · EIN 52-6328901 | Investment Management | $108,085 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -14.62% | -7.95%-6.7pp | -5.84%-8.8pp | 23.41%-38.0pp |
| Employer contribution / active EE | $6,578 | $13,972-52.9% | $31,839-79.3% | $12,650-48.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |