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 9-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 |
|---|---|---|
Filed as: NORTH ATLANTIC STATES CARP PENSION Service code 13 · EIN 04-2305512 | Contract Administrator | $1,751,966 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES & COMPANY, LP Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $609,118 |
LOOMIS SAYLES7+ years Filed as: LOOMIS SAYLES TRUST COMPANY, LP Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $304,552 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 13 · EIN 94-1687665 | Contract Administrator | $254,793 |
INVESCO1 year Filed as: INVESCO ADVISERS, INC Service code 51 · EIN 58-1707262 1555 PEACHTREE STREET · ATLANTA, GA 30309 | Investment Mgmt Fees | $241,839 |
MEKETA INVESTMENT GROUP5 years Filed as: MEKETA INVESTMENT GROUP, INC. Service code 27 · EIN 42-2659023 | Advisory (Plan) | $194,950 |
AMERICAN REALTY ADVISORS5 years Service code 28 · EIN 33-0123114 515 FLOWER STREET 49TH FLOOR · LOS ANGELES, CA 90071 | Investment Management | $190,163 |
Service code 36 · EIN 47-4140223 | Copying and duplicating | $138,313 |
PALO INFORMATICS LLC5 years Service code 15 · EIN 46-2647728 | Recordkeeping | $136,849 |
BLACKROCK7+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 21 · EIN 94-3112180 | Bank Trustee | $125,467 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,686 | $51,785-11.8% | $112,228-59.3% | $89,394-48.9% |
| Participation rate | 100.0% | 82.2%+17.8pp | 75.1%+24.9pp | 71.3%+28.7pp |
| Annual return | -9.04% | -11.06%+2.0pp | 27.45%-36.5pp | -11.89%+2.8pp |
| Employer contribution / active EE | $5,778 | $3,782+52.8% | $3,635+59.0% | $3,022+91.2% |
| Participant deferral / active EE | $1 | $3,425-100.0% | $4,728-100.0% | $5,123-100.0% |
| Admin fee / account holder | $241 | $102+137.7% | $6,410-96.2% | $79+204.0% |