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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $407,989 |
ZENITH AMERICAN SOLUTIONS6 years Service code 14 · EIN 52-1590516 | Plan Administrator | $188,601 |
FRANKLIN TEMPLETON10+ years Filed as: CLEARBRIDGE Service code 51 · EIN 16-1733443 | Investment Mgmt Fees | $90,928 |
ARISTOTLE CAPITAL MANAGEMENT6 years Service code 28 · EIN 95-4833644 | Investment Management | $83,268 |
ROBERT CHEVERIE6 years Filed as: ROBERT CHEVERIE & ASSOCIATES, P.C. Service code 29 · EIN 06-1335139 | Legal | $61,270 |
Service code 28 · EIN 13-3733468 | Investment Management | $56,846 |
SUMMIT FINANCIAL CORPORATION10+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 77-0645890 | Actuarial | $48,900 |
PRINCIPAL MIDCAP7 years Filed as: PRINCIPAL MIDCAP LLC Service code 28 · EIN 13-4002117 | Investment Management | $45,849 |
TEAL, BECKER & CHIARAMONTE CPAS PC10+ years Filed as: TEAL, BECKER & CHIARAMONTE Service code 10 · EIN 14-1624930 | Accounting | $34,699 |
PIMCO FUNDS1 year Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $28,092 |
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.
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 8.22% | 9.27%-1.0pp | 37.43%-29.2pp | 10.71%-2.5pp |
| Employer contribution / active EE | $22,309 | $14,139+57.8% | $38,058-41.4% | $14,986+48.9% |
| Participant deferral / active EE | $0 | $970-100.0% | $121-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |