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 |
|---|---|---|
INCOME RESEARCH & MANAGEMENT3 years Service code 15 · EIN 04-2955404 | Recordkeeping | $44,393 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN CORE REALTY Service code 15 · EIN 33-0123114 | Recordkeeping | $38,724 |
ULLICO3 years Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 15 · EIN 52-6435649 | Recordkeeping | $31,584 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $27,500 |
WEAVER LLP1 year Filed as: WEAVER Service code 10 · EIN 13-1578842 | Accounting | $21,600 |
ADP BROKER-DEALER3 years Filed as: ADP, INC Service code 49 · EIN 22-1467904 | Other Services | $13,020 |
INVESCO3 years Service code 15 · EIN 46-3793325 | Recordkeeping | $6,169 |
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 | $36,224-100.0% | $226,918-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 17.5%-17.5pp | 2.1%-2.1pp |
| Annual return | 4.74% | 9.14%-4.4pp | 9.49%-4.7pp | 9.14%-4.4pp |
| Employer contribution / active EE | $17,002 | $19,963-14.8% | $29,215-41.8% | $19,963-14.8% |
| Participant deferral / active EE | $0 | $919-100.0% | $359-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $16,566-100.0% | $200-100.0% |