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 |
|---|---|---|
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 13 1801 CENTURY PARK E 500 · LOS ANGELES, CA 90067 | Contract Administrator | $312,616 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 100 HALF DAY ROAD · LINCOLNSHIRE, IL 60069 | Actuarial | $78,190 |
STATE STREET GLOBAL ADVISORS2+ years Filed as: STATE STREET TRUST CO. Service code 13 | Contract Administrator | $55,878 |
COMPENSATION & BENEFIT SOLUTIONS1 year Service code 16 · EIN 46-1884510 | Consulting | $49,052 |
ANTON COLLINS MITCHELL LLP1 year Service code 10 303 E 17TH AVE 600 · DENVER, CO 80230 | Accounting | $12,500 |
MERCER1 year Filed as: PAVILION ADVISORY GROUP Service code 27 227 W MONROE ST. STE 2020 · CHICAGO, IL 60606 | Advisory (Plan) | $9,375 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $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 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 | $35,636-100.0% | $295,226-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 14.7%-14.7pp | 1.8%-1.8pp |
| Annual return | 7.29% | 7.18%+0.1pp | 4.64%+2.6pp | 7.18%+0.1pp |
| Employer contribution / active EE | $79,735 | $13,095+508.9% | $35,349+125.6% | $13,095+508.9% |
| Participant deferral / active EE | $0 | $385-100.0% | $461-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $343,074-100.0% | $362-100.0% |