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 |
|---|---|---|
ARROWSTREET CAPITAL2 years Filed as: ARROWSTREET CAPITAL & LTD. Service code 28 · EIN 04-3472863 | Investment Management | $3,255,408 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,851,876 |
BRIDGEWATER3 years Filed as: BRIDGEWATER ASSOCIATES INTERMEDIATE Service code 28 · EIN 27-1437501 | Investment Management | $1,586,095 |
DOUBLELINE CAPITAL LP2 years Filed as: DOUBLELINE CAPITAL, LP Service code 28 · EIN 30-0596331 | Investment Management | $1,122,380 |
WASATCH ADVISORS11+ years Service code 28 · EIN 87-0319391 | Investment Management | $1,109,660 |
Filed as: BRANDYWINE GLOBAL INVESTMENT MGMT. Service code 28 · EIN 51-0412248 | Investment Management | $849,662 |
Filed as: GRANTHAM, MAYO, VAN OTERLOO CO. Service code 28 · EIN 04-2691242 | Investment Management | $820,431 |
JP MORGAN INVESTMENT MANAGEMENT INC11+ years Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $761,368 |
METWEST ASSET MANAGEMENT2 years Filed as: METWEST Service code 28 · EIN 95-3703295 | Investment Management | $603,083 |
JP MORGAN INVESTMENT MANAGEMENT INC11+ years Filed as: CENTER SQUARE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2740355 | Investment Management | $566,052 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,186 | $140,769-55.1% | $101,326-37.6% | $140,769-55.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.5%+18.5pp | 74.2%+25.8pp |
| Annual return | 12.53% | 16.82%-4.3pp | 36.82%-24.3pp | 16.82%-4.3pp |
| Employer contribution / active EE | $4,393 | $3,906+12.5% | $3,665+19.9% | $3,906+12.5% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $7,994-100.0% | $6,717-100.0% |
| Admin fee / account holder | $233 | $229+1.5% | $11,185-97.9% | $229+1.5% |