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: SILCHESTER INTERNATIONAL Service code 27 · EIN 36-7243326 | Advisory (Plan) | $117,265 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $96,762 |
NEPC, LLC5+ years Service code 17 · EIN 26-1429809 | Pension Consulting | $68,192 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON CAPITOL MANAGEMENT Service code 28 · EIN 25-6078093 | Investment Management | $51,263 |
BERNZOTT CAPITAL ADVISORS5+ years Filed as: BERNZOTT CAPITAL ADVISOR Service code 28 · EIN 77-0464710 | Investment Management | $25,359 |
GRANT THORNTON LLP5+ years Service code 10 · EIN 36-6055558 | Accounting | $24,150 |
AMERICAN REALTY ADVISORS3 years Filed as: FIRST AMERICAN BANK Service code 11 · EIN 36-1078850 | Actuarial | $16,155 |
LOOMIS SAYLES1 year Service code 28 · EIN 04-3200030 | Investment Management | $12,459 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant 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 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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.4%-47.4pp |
| Annual return | 16.86% | 21.43%-4.6pp | 20.73%-3.9pp | 12.16%+4.7pp |
| Employer contribution / active EE | $69,207 | $39,469+75.3% | $36,500+89.6% | $44,746+54.7% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |