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 |
|---|---|---|
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 11 6200 S. SYRACUSE WAY · GREENWOOD VILLAGE, CO 80111 | Actuarial | $232,810 |
LEGAL & GENERAL INVESTMENT11+ years Filed as: LEGAL & GENERAL Service code 28 · EIN 20-8058531 | Investment Management | $170,992 |
HERBERT SMITH FREEHILLS KRAMER1 year Service code 29 1177 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Legal | $169,536 |
AGILIS PARTNERS LLC4 years Service code 11 · EIN 04-3513306 | Actuarial | $145,666 |
BDO USA, LLP3 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $68,400 |
THE BANK OF NEW YORK MELLON7 years Service code 19 · EIN 13-5160382 | Securities Custodian | $57,433 |
PITTA LLP11+ years Filed as: PITTA & GIBLIN Service code 29 · EIN 26-3852082 | Legal | $25,381 |
Filed as: UBS FINANCIAL SERVICES Service code 16 1000 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Consulting | $18,266 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $284,260-100.0% | $284,260-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 22.7%-22.7pp | 15.3%-15.3pp | 39.2%-39.2pp |
| Annual return | 6.18% | 44.00%-37.8pp | 37.43%-31.3pp | 13.91%-7.7pp |
| Employer contribution / active EE | $205,294 | $42,786+379.8% | $38,058+439.4% | $35,282+481.9% |
| Participant deferral / active EE | $0 | $125-100.0% | $121-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $266,169-100.0% | $266,169-100.0% | $41,846-100.0% |