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 |
|---|---|---|
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $1,291,497 |
SANDS CAPITAL MANAGEMENT, LLC6+ years Service code 28 · EIN 20-2830751 | Investment Management | $985,092 |
PGIM INVESTMENTS6+ years Filed as: JENNISON ASSOCIATES, LLC Service code 28 · EIN 52-2069785 | Investment Management | $907,609 |
PIER CAPITAL, LLC6+ years Service code 28 · EIN 86-1105603 | Investment Management | $694,798 |
FISHER INVESTMENTS6+ years Filed as: FISHER INVESTMENTS, INC. Service code 28 · EIN 94-3029777 | Investment Management | $635,702 |
NORTHERN TRUST COMPANY6+ years Service code 24 · EIN 36-1561860 | Discretionary Trustee | $581,374 |
Filed as: BARROW HANLEY MEWHINNEY & STRAUSS Service code 28 · EIN 75-2403190 | Investment Management | $506,245 |
EARNEST PARTNERS, LLC6+ years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386669 | Investment Management | $486,654 |
Service code 28 · EIN 33-1077887 | Investment Management | $422,703 |
Filed as: BATTELLE ENERGY ALLIANCE, LLC Service code 14 · EIN 68-0588324 | Plan Administrator | $418,089 |
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 | $444,552-100.0% | $375,279-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 36.7%-36.7pp | 3.7%-3.7pp |
| Annual return | 21.01% | 15.63%+5.4pp | 9.78%+11.2pp | 15.63%+5.4pp |
| Employer contribution / active EE | $44,843 | $11,476+290.8% | $46,882-4.3% | $11,476+290.8% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $72-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $5,665-100.0% | $429-100.0% |