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 |
|---|---|---|
WESTFIELD CAPITAL MANAGEMENT2+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LP Service code 28 · EIN 80-0175963 | Investment Management | $179,385 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 95-3879152 | Actuarial | $138,326 |
EAGLE CAPITAL MANAGEMENT, LLC2+ years Filed as: EAGLE ASSET MANAGEMENT Service code 51 · EIN 58-2372400 | Investment Mgmt Fees | $133,587 |
BOSTON PARTNERS2+ years Filed as: ROBECO BOSTON PARTNERS Service code 28 · EIN 95-2036255 | Investment Management | $114,520 |
RIDGEWORTH2+ years Filed as: GENEVA CAPITAL MANAGEMENT LTD Service code 28 100 E WISONSIN AVE STE 2550 · MILWAUKEE, WI 53202 | Investment Management | $101,376 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $98,486 |
PACIFIC SOUTHWEST ADMINISTRATORS2+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $96,297 |
CONTRARIAN2+ years Filed as: CONTRARIAN CAPITAL MANAGEMENT LLC Service code 28 · EIN 95-3879152 | Investment Management | $95,771 |
COHEN & STEERS2+ years Filed as: COHEN, WEISS AND SIMON Service code 29 · EIN 13-1592323 | Legal | $71,479 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 300 S GRAND AVE 22ND FLOOR · LOS ANGELES, CA 900713132 | Legal | $69,682 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | 7.55% | 3.63%+3.9pp | 4.16%+3.4pp | 9.19%-1.6pp |
| Employer contribution / active EE | $9,957 | $11,363-12.4% | $29,966-66.8% | $12,608-21.0% |
| 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% |