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 |
|---|---|---|
LSV ASSET MANAGEMENT10+ years Service code 28 · EIN 23-2772200 | Investment Management | $203,523 |
LOOMIS SAYLES10+ years Service code 28 · EIN 04-3200030 | Investment Management | $180,578 |
Service code 13 · EIN 62-1116095 | Contract Administrator | $168,807 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $118,750 |
VICTORY4 years Filed as: VICTORY CAPITAL MANAGEMENT Service code 28 · EIN 13-2700161 | Investment Management | $109,944 |
BOSTON TRUST WALDEN COMPANY6 years Filed as: BOSTON TRUST AND INVESTMENT MGMT Service code 28 · EIN 04-2273811 | Investment Management | $94,824 |
Service code 11 · EIN 26-1370698 | Actuarial | $80,219 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST BANK Service code 19 · EIN 54-1965633 | Securities Custodian | $67,597 |
ULLICO6 years Service code 23 · EIN 52-6435649 | Insurance services; Insurance brokera... | $61,762 |
VENABLE LLP4 years Filed as: VENABLE LAW FIRM, P.A Service code 29 · EIN 59-1824867 | Legal | $24,608 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 10.15% | 9.24%+0.9pp | 9.65%+0.5pp | 10.71%-0.6pp |
| Employer contribution / active EE | $27,574 | $14,215+94.0% | $26,259+5.0% | $14,986+84.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |