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 |
|---|---|---|
FID INV INST OPS CO10+ years Filed as: FID MGMT TRUST CO Service code 14 · EIN 04-2723880 | Plan Administrator | $565,966 |
Filed as: SHAPIRO CAPITAL MGT Service code 27 3060PEACHTREE RD NW STE 1555 · ATLANTA, GA 30305 | Advisory (Plan) | $213,711 |
Filed as: AGINCOURT CAPITAL MANAGMENT LLC Service code 27 200 SOUTH 10TH STREET, SUITE 800 · RICHMOND, VA 23219 | Advisory (Plan) | $115,564 |
Filed as: TOCQUEVILLE ASSET MANAGEMENT LP Service code 27 40 W 57TH ST #19 · NEW YORK, NC 10019 | Advisory (Plan) | $112,838 |
LORD ABBETT1 year Filed as: LORD, ABBETT & CO LLC Service code 27 90 HUDSON ST · JERSEY CITY, NJ 07302 | Advisory (Plan) | $110,229 |
NUANCE INVESTMENTS1 year Filed as: NUANCE INVESTMENTS LLC Service code 27 4900 MAI ST STE 220 · KANSAS CITY, MO 64112 | Advisory (Plan) | $109,713 |
Filed as: HOISINGTON INV MGT CO Service code 27 6836 BEE CAVES RD · AUSTIN, TX 23219 | Advisory (Plan) | $63,646 |
ANDCO CONSULTING1 year Filed as: ANDCO CONSULTING LLC Service code 11 531 W MORSE BLVD STE 200 · WINTER PARK, FL 32789 | Actuarial | $60,022 |
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 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 6.68% | 8.76%-2.1pp | 3.48%+3.2pp | 8.76%-2.1pp |
| Employer contribution / active EE | $18,493 | $16,627+11.2% | $31,972-42.2% | $16,627+11.2% |
| Participant deferral / active EE | $0 | $888-100.0% | $83-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |