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 |
|---|---|---|
PRICEWATERHOUSECOOPERS LLP9+ years Service code 11 · EIN 13-4008324 | Actuarial | $334,521 |
NEW ENGLAND PENSION CONSULTANTS9+ years Service code 28 · EIN 04-2927339 | Investment Management | $157,248 |
JOHNSTON ASSET MANAGEMENT9+ years Filed as: JOHNSTON INTERNATIONAL EQUITY Service code 28 · EIN 26-6493485 | Investment Management | $127,577 |
Filed as: COLCHESTER Service code 27 · EIN 26-3891733 | Advisory (Plan) | $89,629 |
Filed as: PRUDENTIAL INSURANCE COMPANY Service code 28 · EIN 22-1211670 | Investment Management | $79,177 |
BLACKROCK6 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO NA Service code 28 · EIN 94-3112180 | Investment Management | $62,195 |
STATE STREET GLOBAL ADVISORS9+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $37,931 |
EISNERAMPER LLP9+ years Service code 10 · EIN 87-1363769 | Accounting | $29,500 |
RUSSELL TRUST COMPANY4 years Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 04-0025081 | Investment Management | $10,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $306,246-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 62.9%-62.9pp | 2.3%-2.3pp |
| Annual return | 11.40% | 11.98%-0.6pp | 35.14%-23.7pp | 37.74%-26.3pp |
| Employer contribution / active EE | $85,778 | $57,753+48.5% | $46,378+85.0% | $15,781+443.5% |
| Participant deferral / active EE | $0 | $1,774-100.0% | $69-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $4,448-100.0% | $9,287-100.0% |