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 | $4,136,466 |
THE SEGAL COMPANY6 years Filed as: NIGRO KARLIN SEGAL FELDSTEIN & BOLN Service code 10 · EIN 95-3632775 | Accounting | $2,500,294 |
BRIDGEWATER3 years Filed as: BRIDGEWATER ASSOCIATES INTERMEDIATE Service code 28 · EIN 27-1437501 | Investment Management | $2,091,785 |
L.A. FOUNDATION1 year Service code 49 · EIN 20-8648639 | Other Services | $1,613,762 |
JP MORGAN INVESTMENT MANAGEMENT INC11+ years Filed as: J.P. MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $1,457,098 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $1,435,716 |
MILLER KAPLAN ARASE LLP11+ years Service code 10 · EIN 95-2036255 | Accounting | $1,294,369 |
DOUBLELINE CAPITAL LP2 years Filed as: DOUBLELINE CAPITAL, LP Service code 28 · EIN 30-0596331 | Investment Management | $1,110,557 |
VITECH SYSTEMS GROUP1 year Filed as: VITECH SYSTEMS GROUP, INC Service code 49 · EIN 13-3785492 | Other Services | $1,023,450 |
WASATCH ADVISORS11+ years Service code 28 · EIN 87-0319391 | Investment Management | $834,901 |
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.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $0 | $0 | $440,923-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 40.0%-40.0pp | 0.0%0pp |
| Annual return | 13.70% | 9.57%+4.1pp | 8.94%+4.8pp | 9.57%+4.1pp |
| Employer contribution / active EE | $8,078 | $8,891-9.1% | $36,999-78.2% | $8,891-9.1% |
| Participant deferral / active EE | $1 | $333-99.7% | $1+43.4% | $333-99.7% |
| Admin fee / account holder | $0 | $0 | $2,072-100.0% | - |