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 |
|---|---|---|
ROOSEVELT INVESTMENTS2 years Filed as: THE ROOSEVELT INVESTMENT GROUP, LLC Service code 28 570 LEXINGTON AVENUE · NEW YORK, NY 10022 | Investment Management | $113,070 |
Filed as: PROFESSIONAL CAPITAL SERVICES Service code 13 · EIN 23-3038464 | Contract Administrator | $8,986 |
MILLIMAN, INC.3 years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $8,333 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,530-100.0% | $270,125-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -11.20% | -11.09%-0.1pp | -38.85%+27.6pp | -5.25%-6.0pp |
| Employer contribution / active EE | $0 | $16,800-100.0% | $37,752-100.0% | $15,166-100.0% |
| Participant deferral / active EE | $0 | $36-100.0% | $16-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |