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 |
|---|---|---|
GSA-ILA MANAGER'S FUND6 years Service code 15 10 MERSEY WAY · SAVANNAH, GA 31405 | Recordkeeping | $684,060 |
BOSTON PARTNERS3 years Filed as: BOSTON PARTNERS GLOVAL INVESTORS Service code 28 · EIN 98-0202744 ONE BEACON ST 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $413,987 |
LOOMIS SAYLES8 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $201,663 |
THE SEGAL COMPANY5 years Filed as: SEGAL ADVISORS INC DBA SEGAL MARCO Service code 27 · EIN 13-2646110 333 W. 34TH ST. · NEW YORK, NY 10001 | Advisory (Plan) | $187,698 |
THE SEGAL COMPANY6 years Filed as: SEGAL Service code 11 · EIN 13-2619259 2727 PACES FERRY RD · ATLANTA, GA 30339 | Actuarial | $168,279 |
COMERICA BANK9 years Service code 19 · EIN 42-1741646 411 W. LAFAYETTE AVE · DETROIT, MI 48226 | Securities Custodian | $114,131 |
TJS DEEMER DANA LLP4 years Filed as: SYMPHONA LLP Service code 10 · EIN 58-2663273 118 PARK OF COMMERCE DR, SUITE 200 · SAVANNAH, GA 31405 | Accounting | $100,455 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $88,443 |
XPONANCE, INC.1 year Filed as: XPONANCE LLC Service code 28 · EIN 20-2103144 2605 MERIDIAN PARKWAY · DURHAM, NC 27713 | Investment Management | $87,300 |
Service code 10 · EIN 58-1941470 530 STEPHENSON AVE, STE 200 · SAVANNAH, GA 31405 | Accounting | $63,074 |
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 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 10.12% | 9.22%+0.9pp | 16.77%-6.6pp | 9.22%+0.9pp |
| Employer contribution / active EE | $12,251 | $13,567-9.7% | $28,306-56.7% | $13,567-9.7% |
| Participant deferral / active EE | $0 | $575-100.0% | $40-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |