See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: GRANTHAM, MAYO, VANOTTERLOO & CO Service code 28 · EIN 02-0648221 | Investment Management | $845,273 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN ASSET MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $609,824 |
PANAGORA ASSET MANAGEMENT2 years Filed as: PANAGORA Service code 51 · EIN 04-3063840 | Investment Mgmt Fees | $580,749 |
Filed as: STATE STREET BANK AND TRUST Service code 19 · EIN 04-1867445 | Securities Custodian | $560,797 |
MFS INVESTMENT MANAGEMENT3+ years Filed as: MFS HERITAGE TRUST COMPANY Service code 28 · EIN 02-0507414 | Investment Management | $385,091 |
THE SEGAL COMPANY1 year Filed as: NIGRO, KARLIN & SEGAL & FELDSTEIN Service code 10 · EIN 95-3632775 | Accounting | $322,774 |
VENUTI & ASSOCIATES3+ years Service code 11 · EIN 04-3721424 | Actuarial | $247,200 |
WESTERN ASSET MANAGEMENT COMPANY3+ years Service code 28 · EIN 95-2705767 | Investment Management | $236,507 |
SEYFARTH SHAW LLP3+ years Service code 29 · EIN 36-2152202 | Legal | $226,271 |
Filed as: PENSION CONSULTING ALLIANCE, LLC Service code 27 · EIN 38-3863278 | Advisory (Plan) | $213,967 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 12.44% | 20.78%-8.3pp | 10.36%+2.1pp | 16.32%-3.9pp |
| Employer contribution / active EE | $12,816 | $15,647-18.1% | $37,738-66.0% | $12,766+0.4% |
| Participant deferral / active EE | $0 | $179-100.0% | $137-100.0% | $800-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |