Filed March 28, 2018
Total covered: 12 employees
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 |
|---|---|---|
KENNEDY CAPITAL MANAGEMENT5 years Filed as: KENNEDY CAPITAL MANAGEMENT INC. Service code 28 · EIN 43-1225960 | Investment Management | $81,999 |
NORTHERN TRUST COMPANY7+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $75,892 |
RIDGEWORTH2 years Filed as: GENEVA CAPITAL MANAGEMENT Service code 28 · EIN 39-1567956 | Investment Management | $65,702 |
ATIVO CAPITAL MANAGEMENT LLC5 years Service code 27 · EIN 38-3662028 | Advisory (Plan) | $57,067 |
C.S. MCKEE, L.P.5 years Filed as: C.S. MCKEE L.P. Service code 28 · EIN 25-1900687 | Investment Management | $25,998 |
WALTHAUSEN & CO., LLC4 years Service code 28 · EIN 26-0681507 | Investment Management | $21,652 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $270,125-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 0.0%0pp |
| Annual return | -0.11% | -10.37%+10.3pp | -38.85%+38.7pp | 2.77%-2.9pp |
| Employer contribution / active EE | $41 | $8,700-99.5% | $37,752-99.9% | $15,262-99.7% |
| Participant deferral / active EE | $0 | $174-100.0% | $16-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $16,942-100.0% | $1,015-100.0% |