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 |
|---|---|---|
MERCER4+ years Filed as: WILLIAM MERCER Service code 11 · EIN 13-2834414 | Actuarial | $158,620 |
Filed as: ANGELES INVESTMENT ADVISORS Service code 27 · EIN 95-4839031 | Advisory (Plan) | $121,875 |
THE BANK OF NEW YORK MELLON4+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $91,459 |
MILLIMAN, INC.1 year Service code 14 · EIN 91-0675641 | Plan Administrator | $70,760 |
ASB CAPITAL MANAGEMENT4+ years Filed as: ASB ALLEGIANCE REAL ESTATE Service code 28 · EIN 80-0618452 | Investment Management | $55,416 |
HEITMAN REAL ESTATE SECURITIES4+ years Filed as: HEITMAN AMERICA REAL ESTATE Service code 28 · EIN 20-8359376 | Investment Management | $54,011 |
FORVIS MAZARS, LLP3 years Filed as: MAZARS USA LLP Service code 10 · EIN 13-1459550 | Accounting | $39,395 |
BLACKROCK4+ years Filed as: BGI RUSSELL 3000 INDEX FUND Service code 28 · EIN 94-3112180 | Investment Management | $18,407 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $261,924-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 4.7%-4.7pp |
| Annual return | -6.21% | -3.22%-3.0pp | -2.99%-3.2pp | -0.69%-5.5pp |
| Employer contribution / active EE | $20,233 | $32,178-37.1% | $41,623-51.4% | $16,786+20.5% |
| Participant deferral / active EE | $0 | $442-100.0% | $35-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $38,841-100.0% | $124-100.0% |