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 |
|---|---|---|
Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Direct payment from the plan; Employe... | $2,232,800 |
PRIME CAPITAL INVESTMENT ADVISORS11+ years Filed as: PRIME PROPERTY FUND Service code 28 · EIN 36-4516330 | Investment Management | $1,947,174 |
THE SEGAL COMPANY6 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $323,454 |
STATE STREET GLOBAL ADVISORS11+ years Service code 28 · EIN 04-1867445 | Investment Management | $277,634 |
Service code 28 555 W. 5TH STREET SUITE 3700 · LOS ANGELES, CA 90013 | Investment Management | $262,448 |
ASB CAPITAL MANAGEMENT11+ years Service code 20 · EIN 52-2288019 | Investment management; Trustee (bank,... | $249,819 |
GLOBAL INFRASTRUCTURE PARTNERS11+ years Filed as: GLOBAL INFRASTRUCTURE Service code 28 · EIN 98-0672668 | Investment Management | $248,977 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 28 82 DEVONSHIRE STREET · BOSTON, MA 02109 | Investment Management | $207,010 |
EMPLOYEE FIDUCIARY, LLC4 years Filed as: EMPLOYEE C Service code 30 PO BOX 470950 · TULSA, OK 741470950 | Employee (plan); Direct payment from ... | $199,584 |
BARDIN HILL6 years Service code 28 299 PARK AVE., 24TH FLOOR · NEW YORK, NY 10171 | Investment Management | $165,465 |
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 | 15.24% | 10.50%+4.7pp | 9.65%+5.6pp | 9.22%+6.0pp |
| Employer contribution / active EE | $14,548 | $14,720-1.2% | $26,259-44.6% | $13,567+7.2% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |