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 |
|---|---|---|
GSA-ILA MANAGER'S FUND5 years Service code 15 10 MERSEY WAY · SAVANNAH, GA 31405 | Recordkeeping | $712,178 |
Filed as: BNY MELLON Service code 28 · EIN 25-6078093 201 WASHINGTON ST., 14TH FLOOR · BOSTON, MA 02108 | Investment Management | $377,170 |
BOSTON PARTNERS2 years Filed as: BOSTON PARTNERS GLOVAL INVESTORS Service code 28 · EIN 98-0202744 ONE BEACON ST 30TH FLOOR · BOSTON, MA 02108 | Investment Management | $369,953 |
WILLIAM BLAIR1 year Service code 28 · EIN 27-6331814 | Investment Management | $308,553 |
THE SEGAL COMPANY4 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) | $225,228 |
LOOMIS SAYLES7 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $209,170 |
BIGNAULT & CARTER9+ years Service code 29 · EIN 58-1310322 130 CANAL ST. SUITE 401 · POOLER, GA 31322 | Legal | $190,826 |
THE SEGAL COMPANY5 years Filed as: SEGAL Service code 11 · EIN 13-2619259 2727 PACES FERRY RD · ATLANTA, GA 30339 | Actuarial | $183,308 |
JPMORGAN INVEST HOLDINGS LLC3 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 24 · EIN 13-4994650 | Discretionary Trustee | $125,351 |
COMERICA BANK8 years Service code 18 · EIN 42-1741646 411 W. LAFAYETTE AVE · DETROIT, MI 48226 | Shareholder servicing fees; Float rev... | $102,738 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 15.14% | 9.32%+5.8pp | 10.54%+4.6pp | 9.30%+5.8pp |
| Employer contribution / active EE | $11,742 | $14,511-19.1% | $26,782-56.2% | $12,557-6.5% |
| Participant deferral / active EE | $0 | $1,678-100.0% | $122-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |