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 LLC2 years Service code 11 · EIN 04-3513306 | Actuarial | $580,819 |
LEGAL & GENERAL INVESTMENT9+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $215,697 |
THE BANK OF NEW YORK MELLON5 years Service code 19 · EIN 13-5160382 | Securities Custodian | $109,540 |
BDO USA, LLP1 year Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $65,035 |
PITTA LLP9+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $61,563 |
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 16 · EIN 13-2919773 | Consulting | $38,000 |
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 | $265,195-100.0% | $422,209-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 49.8%-49.8pp | 23.3%-23.3pp | 55.8%-55.8pp |
| Annual return | 9.90% | 13.43%-3.5pp | 12.68%-2.8pp | 24.42%-14.5pp |
| Employer contribution / active EE | $225,733 | $48,120+369.1% | $41,588+442.8% | $41,338+446.1% |
| Participant deferral / active EE | $0 | $98-100.0% | $96-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $2,528-100.0% | $10,609-100.0% | $22,079-100.0% |