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: WESTERN ASSET CORE PLUS PORTFOLIOS Service code 28 · EIN 52-1200960 | Investment Management | $29,132 |
RELIANCE TRUST COMPANY9+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $24,084 |
SAGE ADVISORY SERVICES9+ years Filed as: SAGE ADVISORY SERVICES, LTD CO. Service code 28 · EIN 74-2798841 | Investment Management | $22,444 |
WITHUMSMITH+BROWN, PC9+ years Filed as: BROWN ADVISORY, LLC Service code 28 · EIN 26-4560299 | Investment Management | $10,066 |
HARDING LOEVNER LP9+ years Filed as: HARDING LOEVNER MANAGEMENT Service code 28 · EIN 27-0684167 | Investment Management | $8,902 |
LSV ASSET MANAGEMENT9+ years Filed as: HGK ASSET MANAGEMENT INC. Service code 28 · EIN 52-1296988 | Investment Management | $7,360 |
CITIBANK9+ years Filed as: CITIBANK, N.A. Service code 27 · EIN 13-6091762 | Advisory (Plan) | $0 |
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 | $55,554-100.0% | $308,621-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 19.8%-19.8pp | 57.2%-57.2pp | 11.0%-11.0pp |
| Annual return | 3.59% | 7.82%-4.2pp | 8.06%-4.5pp | 8.23%-4.6pp |
| Employer contribution / active EE | $14,680 | $18,498-20.6% | $42,627-65.6% | $13,859+5.9% |
| Participant deferral / active EE | $0 | $7-100.0% | $71-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $918-100.0% | $8,774-100.0% | $1,652-100.0% |