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 |
|---|---|---|
NUVEEN1+ years Filed as: NWQ INVESTMENT MANAGEMENT COMPANY Service code 28 · EIN 47-0875103 | Investment Management | $195,367 |
ZENITH AMERICAN SOLUTIONS1+ years Filed as: ZENITH AMERICAN SOLUTIONS, INC. Service code 10 · EIN 52-1590516 | Accounting | $168,738 |
FAYEZ SAROFIM & CO1+ years Filed as: FAYEZ SAROFIM & CO. Service code 28 TWO HOUSTON CENTER · HOUSTON, TX 77010 | Investment Management | $140,413 |
Filed as: RAINIER INVESTMENT MANAGEMENT Service code 28 · EIN 91-1457076 | Investment Management | $113,396 |
Filed as: MERRILL LYNCH Service code 28 · EIN 22-6484011 | Investment Management | $88,625 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $88,118 |
Filed as: MCDONNELL INVESTMENT MANAGEMENT Service code 28 · EIN 36-4445613 | Investment Management | $81,883 |
LOOMIS SAYLES1+ years Filed as: LOOMIS, SAYLES & COMPANY Service code 28 P.O. BOX 219594 · KANSAS CITY, MO 641219594 | Investment Management | $24,475 |
Filed as: SCHAFER CULLEN Service code 27 645 5TH AVE #1201 · NEW YORK, NY 10022 | Advisory (Plan) | $19,687 |
TURNER, STOEVE & GAGLIARDI, P.S.1+ years Filed as: TURNER, STOEVE & GAGLIARDI Service code 29 · EIN 46-1038009 | Legal | $16,992 |
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.
Annual investment return 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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | -2.93% | 3.63%-6.6pp | 4.16%-7.1pp | 9.19%-12.1pp |
| Employer contribution / active EE | $1,962 | $11,363-82.7% | $29,966-93.5% | $12,608-84.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |