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 |
|---|---|---|
THE SEGAL COMPANY7+ years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 11 · EIN 13-1835864 | Actuarial | $851,790 |
BREDHOFF & KAISER7+ years Filed as: BREDHOFF & KAISER, PLLC Service code 29 · EIN 52-0969534 | Legal | $593,200 |
MEKETA INVESTMENT GROUP3 years Filed as: MEKETA FIDUCIARY MANAGEMENT Service code 24 · EIN 47-2126910 100 LOWDER BROOK DRIVE SUITE 1100 · WESTWOOD, MA 02090 | Discretionary Trustee | $535,000 |
US BANK6 years Filed as: US BANK, NA Service code 21 · EIN 31-0841368 | Bank Trustee | $254,641 |
OLYMBEC USA LLC2 years Service code 49 · EIN 98-0432884 1004 E. BROOKS RD · MEMPHIS, TN 38116 | Other Services | $196,799 |
CAROLYN A. MAYES, CPA4 years Filed as: CAROLYN ADAMS-ROSSIGNOL Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $193,561 |
CHARLES SCHWAB & CO., INC.7+ years Filed as: CHARLES KNIGHT Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $190,947 |
DOUG JOHNSTON7+ years Filed as: DOUG CORZINE Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Employee (plan); Direct payment from ... | $166,619 |
JIEUN LEE7+ years Service code 30 1101 KERMIT DR, STE 800 · NASHVILLE, TN 37217 | Direct payment from the plan; Employe... | $152,310 |
CONCEPT TECHNOLOGY INC7+ years Service code 49 · EIN 47-0910634 | Other Services | $151,957 |
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.
Employer contribution per participant 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 12.62% | 7.76%+4.9pp | 36.37%-23.7pp | 15.63%-3.0pp |
| Employer contribution / active EE | $5,846 | $10,188-42.6% | $37,223-84.3% | $11,476-49.1% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |