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 |
|---|---|---|
BMO HARRIS BANK NA2+ years Filed as: BMO ASSET MANAGEMENT Service code 28 115 S. LASALLE, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $250,597 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Filed as: BOYD WATTERSON Service code 28 1801 E. 9TH STREET, SUITE 1400 · CLEVELAND, OH 44114 | Investment Management | $115,141 |
AMERICAN REALTY ADVISORS2+ years Filed as: MACKAY SHIELDS Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $110,837 |
RBC GLOBAL ASSET MANAGEMENT2+ years Service code 28 · EIN 41-1460668 | Investment Management | $106,890 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $95,495 |
FITZSIMMONS ABRAMS, LLP2+ years Service code 10 · EIN 13-2858927 | Accounting | $75,511 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $63,006 |
WILMINGTON TRUST1 year Filed as: WILMINGTON TRUST, NA Service code 27 · EIN 16-1486454 | Advisory (Plan) | $58,053 |
SITARA N HINES1 year Service code 30 · EIN 13-6106419 | Direct payment from the plan; Employe... | $47,090 |
SSP A DIVISION OF CALIBRE CPA GROUP1 year Service code 10 · EIN 47-0900880 | Accounting | $41,143 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $374,107-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 0.0%0pp |
| Annual return | 8.58% | 6.13%+2.5pp | 4.74%+3.8pp | 9.19%-0.6pp |
| Employer contribution / active EE | $14,157 | $10,206+38.7% | $36,089-60.8% | $12,608+12.3% |
| Participant deferral / active EE | $0 | $205-100.0% | $59-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $10,677-100.0% | $2,655,710-100.0% |