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 |
|---|---|---|
ROBERT CHEVERIE7 years Filed as: R. CHEVERIE & ASSOC Service code 29 · EIN 06-1335139 | Legal | $51,714 |
ZENITH AMERICAN SOLUTIONS8 years Service code 11 · EIN 52-1590516 | Actuarial | $47,696 |
Service code 17 · EIN 31-1582098 | Pension Consulting | $39,800 |
Filed as: SOLXSYS ADMIN. SOLUTIONS, LLC Service code 11 · EIN 82-2454243 | Actuarial | $34,000 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 20-8764829 | Advisory (Plan) | $33,802 |
GCM GROSVENOR7 years Filed as: GROSVENOR CAPITAL MANAGEMENT, LP Service code 28 · EIN 36-3795985 | Investment Management | $20,782 |
NOVAK FRANCELLA LLC7 years Service code 10 · EIN 61-1436956 | Accounting | $18,078 |
HAMILTON LANE ADVISORS, LLC7 years Service code 28 · EIN 23-2962336 | Investment Management | $10,845 |
THE SEGAL COMPANY1 year Filed as: SEGAL MARCO ADVISORS, INC. Service code 28 · EIN 12-2646110 | Investment Management | $5,318 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 9.06% | 11.08%-2.0pp | 8.09%+1.0pp | 8.76%+0.3pp |
| Employer contribution / active EE | $16,803 | $13,876+21.1% | $28,732-41.5% | $16,627+1.1% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |