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 FUNDS2 years Filed as: CRESCENT CAPITAL GROUP LP Service code 28 · EIN 27-2698206 | Investment Management | $195,222 |
Filed as: CONFLUENCE INVESTMENT MANAGEMENT Service code 28 · EIN 26-1764456 | Investment Management | $157,014 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-6257033 | Investment Management | $154,197 |
ATLANTA CAPITAL MANAGEMENT9+ years Service code 28 · EIN 26-3757865 | Investment Management | $152,134 |
US BANK2 years Service code 19 · EIN 31-0841368 | Securities Custodian | $142,478 |
POLEN CAPITAL9+ years Filed as: POLEN CAPITAL MANAGEMENT Service code 28 · EIN 26-0319356 | Investment Management | $141,700 |
Service code 14 · EIN 65-0498809 | Plan Administrator | $127,747 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 28 · EIN 20-0169148 | Investment Management | $127,207 |
FIERA CAPITAL7 years Service code 28 · EIN 13-2726734 | Investment Management | $121,962 |
Filed as: JP MORGAN ASST MANAGEMENT Service code 28 · EIN 13-3200244 | Investment Management | $102,012 |
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.
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 10.24% | 7.95%+2.3pp | 20.18%-9.9pp | 9.11%+1.1pp |
| Employer contribution / active EE | $6,707 | $14,684-54.3% | $29,108-77.0% | $12,231-45.2% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |