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 9-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 |
|---|---|---|
LOOMIS SAYLES8 years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 20-8080381 | Investment Management | $178,609 |
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS Service code 19 · EIN 13-1423090 | Securities Custodian | $167,422 |
Service code 28 · EIN 75-2403190 | Investment Management | $110,536 |
Filed as: CRESCENT CREDIT SOLUTIONS Service code 19 · EIN 86-1529826 | Securities Custodian | $104,665 |
Service code 14 · EIN 62-1116095 | Plan Administrator | $80,125 |
BLACKSTONE5 years Filed as: BLACKSTONE INFRASTRUCTURE Service code 19 345 PARK AVENUE · NEW YORK, NY 10154 | Securities Custodian | $50,312 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT, LLC Service code 28 · EIN 80-0618452 | Investment Management | $48,986 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 · EIN 59-2385219 | Investment Management | $44,239 |
PACIFIC INCOME ADVISORS9+ years Service code 28 · EIN 95-4067974 | Investment Management | $38,753 |
AMERICAN REALTY ADVISORS6 years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-4080466 | Investment Management | $33,632 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $111,814-100.0% | $103,374-100.0% | $145,959-100.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | -99.75% | 24.77%-124.5pp | 24.89%-124.6pp | 561.95%-661.7pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,869-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |