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 ADVISORS10+ years Service code 28 · EIN 33-0123114 | Investment Management | $84,505 |
RBC GLOBAL ASSET MANAGEMENT10+ years Filed as: RBC GLOBAL ASSET MANAGEMENT, INC. Service code 28 · EIN 41-1460668 | Investment Management | $74,886 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES INC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $54,750 |
WEDGE CAPITAL MANAGEMENT9 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $49,192 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL BRYANT & HAMMILL Service code 28 · EIN 41-1788385 | Investment Management | $46,395 |
O'SULLIVAN ASSOCIATES10+ years Service code 11 · EIN 20-8199367 | Actuarial | $43,133 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $43,025 |
THE BANK OF NEW YORK MELLON10+ years Filed as: M&T BANK INSTITUTIONAL SERVICES Service code 19 · EIN 16-0538020 | Securities Custodian | $41,396 |
VINCENZA QUINLAN10+ years Service code 30 · EIN 13-1895922 | Direct payment from the plan; Employe... | $32,934 |
HOLM & O'HARA10+ years Service code 29 · EIN 13-3591118 | Legal | $29,682 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 8.66% | 9.24%-0.6pp | 9.65%-1.0pp | 10.71%-2.1pp |
| Employer contribution / active EE | $20,424 | $14,215+43.7% | $26,259-22.2% | $14,986+36.3% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |