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 |
|---|---|---|
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN CORE REALTY Service code 15 · EIN 33-0123114 | Recordkeeping | $56,072 |
Service code 15 · EIN 04-2955404 | Recordkeeping | $36,747 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 15 · EIN 52-6435649 | Recordkeeping | $35,636 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 15 · EIN 20-4659714 | Recordkeeping | $27,976 |
INVESCO1 year Service code 15 · EIN 46-3793325 | Recordkeeping | $27,330 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1835864 | Actuarial | $22,000 |
THE SEGAL COMPANY1 year Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 | Accounting | $20,000 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE GROUP, LLC Service code 10 · EIN 47-0900880 | Accounting | $17,200 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 49 · EIN 22-1467904 | Other Services | $9,532 |
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.
Annual investment return 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 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 16.1%-16.1pp | 12.4%-12.4pp |
| Annual return | -7.61% | 8.88%-16.5pp | 9.36%-17.0pp | 9.89%-17.5pp |
| Employer contribution / active EE | $23,958 | $15,976+50.0% | $31,270-23.4% | $14,313+67.4% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |