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 MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO LP Service code 28 · EIN 80-0175963 | Investment Management | $210,960 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 95-3879152 | Actuarial | $190,368 |
PACIFIC SOUTHWEST ADMINISTRATORS3+ years Service code 13 · EIN 46-4942970 | Contract Administrator | $176,589 |
EAGLE CAPITAL MANAGEMENT, LLC3+ years Filed as: EAGLE ASSET MANAGEMENT Service code 51 · EIN 58-2372400 | Investment Mgmt Fees | $155,561 |
BOSTON PARTNERS3+ years Filed as: ROBECO BOSTON PARTNERS Service code 51 · EIN 95-2036255 | Investment Mgmt Fees | $130,000 |
RIDGEWORTH3+ years Filed as: GENEVA CAPITAL MANAGEMENT LTD Service code 51 100 E WISCONSIN AVE STE 2550 · MILWAUKEE, WI 53202 | Investment Mgmt Fees | $117,006 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $111,455 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $69,700 |
RVK, INC.3+ years Filed as: R.V. KUHNS & ASSOCIATES Service code 27 · EIN 93-0910652 | Advisory (Plan) | $60,833 |
COHEN & STEERS3+ years Filed as: COHEN, WEISS AND SIMON Service code 29 · EIN 13-1592323 | Legal | $59,430 |
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.
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 17.36% | 12.33%+5.0pp | 8.32%+9.0pp | 17.84%-0.5pp |
| Employer contribution / active EE | $10,823 | $11,641-7.0% | $30,793-64.9% | $14,688-26.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |