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 LLC3 years Service code 11 · EIN 04-3513306 | Actuarial | $412,115 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $228,032 |
THE BANK OF NEW YORK MELLON6 years Service code 19 · EIN 13-5160382 | Securities Custodian | $100,345 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $74,220 |
MORGAN STANLEY SMITH BARNEY7 years Filed as: MORGAN STANLEY Service code 16 · EIN 13-2919773 | Consulting | $28,125 |
PITTA LLP10+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $21,399 |
STEPTOE & JOHNSON LLP1 year Filed as: STEPTOE LLP Service code 29 · EIN 52-1349790 | Legal | $14,578 |
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 | $325,553-100.0% | $325,553-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 44.0%-44.0pp |
| Annual return | -1.05% | 9.11%-10.2pp | 9.14%-10.2pp | 13.05%-14.1pp |
| Employer contribution / active EE | $163,231 | $46,891+248.1% | $40,544+302.6% | $37,639+333.7% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $30,864-100.0% |