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 |
|---|---|---|
JOINT INDUSTRY BOARD7+ years Service code 14 · EIN 13-0891035 | Plan Administrator | $781,685 |
SMITH GRAHAM3 years Filed as: SMITH & GRAHAM & CO. Service code 28 · EIN 76-0301817 | Investment Management | $257,876 |
COHEN & STEERS2 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 · EIN 13-1592323 | Legal | $190,450 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1835864 | Actuarial | $111,116 |
Filed as: SCHRODER INVESTMENT MANAGEMENT N.A. Service code 28 · EIN 13-4064414 | Investment Management | $85,009 |
STATE STREET GLOBAL ADVISORS7+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $39,221 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 23 · EIN 33-0785439 | Insurance services; Direct payment fr... | $10,884 |
AVITAR SOLUTIONS, INC.6 years Service code 49 · EIN 11-3622054 | Other Services | $7,459 |
PROSKAUER ROSE LLP1 year Service code 29 · EIN 13-1840454 | Legal | $5,342 |
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.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $369,410-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 29.4%-29.4pp | 3.7%-3.7pp |
| Annual return | 17.57% | 15.63%+1.9pp | 8.28%+9.3pp | 15.63%+1.9pp |
| Employer contribution / active EE | $3,386 | $11,476-70.5% | $40,747-91.7% | $11,476-70.5% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $26-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $4,495-100.0% | $429-100.0% |