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 |
|---|---|---|
AGILIS PARTNERS LLC1 year Service code 11 · EIN 04-3513306 | Actuarial | $373,566 |
LEGAL & GENERAL INVESTMENT8+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $226,895 |
THE BANK OF NEW YORK MELLON4 years Service code 19 · EIN 13-5160382 | Securities Custodian | $83,905 |
BDO USA, LLP1 year Filed as: BDO USA Service code 10 · EIN 13-5381590 | Accounting | $62,558 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 16 · EIN 13-2919773 | Consulting | $28,125 |
PITTA LLP8+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $20,000 |
Service code 17 · EIN 13-3468713 | Pension Consulting | $14,693 |
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 | $107,088-100.0% | $788,447-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 3.0%-3.0pp | 21.4%-21.4pp | 9.9%-9.9pp |
| Annual return | -26.50% | -12.85%-13.7pp | -3.21%-23.3pp | -5.25%-21.3pp |
| Employer contribution / active EE | $316,129 | $16,520+1813.6% | $46,019+587.0% | $15,166+1984.5% |
| Participant deferral / active EE | $0 | $32-100.0% | $31-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $779-100.0% | $46,258-100.0% | $3,859-100.0% |