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 INVESTMENT5+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $279,135 |
MERCER1 year Filed as: MERCER CONSULTING, LLC Service code 11 · EIN 13-2834414 | Actuarial | $195,411 |
Service code 19 · EIN 13-5160382 | Securities Custodian | $153,610 |
BDO USA, LLP5+ years Service code 10 · EIN 13-5381590 | Accounting | $49,587 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 16 · EIN 13-2919773 | Consulting | $28,024 |
STROOCK & STROOCK & LAVAN5+ years Service code 29 · EIN 13-5539787 | Legal | $24,934 |
PITTA LLP5+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $18,939 |
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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 19.64% | 12.98%+6.7pp | 14.64%+5.0pp | 13.59%+6.1pp |
| Employer contribution / active EE | $35,722 | $16,363+118.3% | $41,831-14.6% | $14,592+144.8% |
| Participant deferral / active EE | $127 | $94+34.5% | $200-36.6% | $67+89.4% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |