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 ADVISORS2 years Filed as: AMERICAN CORE REALTY Service code 15 · EIN 33-0123114 | Recordkeeping | $45,868 |
INCOME RESEARCH & MANAGEMENT2 years Service code 15 · EIN 04-2955404 | Recordkeeping | $43,002 |
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 15 · EIN 52-6435649 | Recordkeeping | $32,497 |
INVESCO2 years Service code 15 · EIN 46-3793325 | Recordkeeping | $24,222 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $22,000 |
THE SEGAL COMPANY2 years Filed as: BUCHBINDER TUNICK & COMPANY Service code 10 · EIN 13-1578842 | Accounting | $21,600 |
ADP BROKER-DEALER2 years Filed as: ADP, INC Service code 49 · EIN 22-1467904 | Other Services | $10,732 |
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 | $33,520-100.0% | $342,274-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 2.1%-2.1pp |
| Annual return | 8.79% | 8.01%+0.8pp | 8.34%+0.5pp | 7.65%+1.1pp |
| Employer contribution / active EE | $19,726 | $20,177-2.2% | $30,799-36.0% | $20,599-4.2% |
| Participant deferral / active EE | $0 | $2,921-100.0% | $252-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $47,069-100.0% | $193-100.0% |