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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $194,779 |
Service code 13 · EIN 01-0233346 | Contract Administrator | $54,933 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $53,074 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 · EIN 04-2929221 | Investment Management | $29,985 |
BOSTON PARTNERS4 years Service code 28 · EIN 98-0202744 | Investment Management | $25,419 |
MONDRIAN INVESTMENT GROUP4 years Filed as: MONDRIAN INVESTMENT PARTNERS Service code 28 · EIN 56-2475915 | Investment Management | $23,935 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES, LLC Service code 28 100 NORTHFIELD DRIVE · WINDSOR, CT 06905 | Investment Management | $15,705 |
WELLINGTON TRUST COMPANY3 years Service code 28 · EIN 04-2755549 | Investment Management | $12,426 |
WESTFIELD CAPITAL MANAGEMENT4 years Service code 28 · EIN 80-0175963 | Investment Management | $12,424 |
Filed as: ABERDEEN ASSET MANAGEMENT INC Service code 28 1735 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $10,192 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $34,741-100.0% | $220,428-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 10.5%-10.5pp | 43.5%-43.5pp | 1.7%-1.7pp |
| Annual return | 5.02% | 9.03%-4.0pp | 90.60%-85.6pp | 627.08%-622.1pp |
| Employer contribution / active EE | $46,845 | $13,843+238.4% | $32,727+43.1% | $18,824+148.9% |
| Participant deferral / active EE | $0 | $126-100.0% | $40-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $249-100.0% | $12,805-100.0% | $1,923-100.0% |