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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT2+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $317,702 |
MERCER2+ years Filed as: MERCER CONSULTING LLC Service code 11 · EIN 13-2834414 | Actuarial | $296,528 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BNY MELLON Service code 28 · EIN 13-5160382 | Investment Management | $106,735 |
BDO USA, LLP2+ years Service code 10 · EIN 13-5381590 | Accounting | $38,900 |
STROOCK & STROOCK & LAVAN2+ years Service code 29 · EIN 13-5539787 | Legal | $27,206 |
PITTA LLP2+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $22,734 |
MORGAN STANLEY SMITH BARNEY2+ years Service code 16 · EIN 13-2919773 | Consulting | $16,965 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $49,677-100.0% | $374,107-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 3.6%-3.6pp |
| Annual return | 8.28% | 5.80%+2.5pp | 4.74%+3.5pp | 11.88%-3.6pp |
| Employer contribution / active EE | $0 | $15,506-100.0% | $36,089-100.0% | $14,612-100.0% |
| Participant deferral / active EE | $1,432 | $206+595.3% | $59+2342.8% | $518+176.3% |
| Admin fee / account holder | $0 | $637-100.0% | $10,677-100.0% | $637-100.0% |