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 NA5+ years Filed as: BMO ASSET MANAGEMENT Service code 28 115 S. LASALLE, 11TH FLOOR · CHICAGO, IL 60603 | Investment Management | $234,325 |
COHEN & STEERS2 years Filed as: COHEN WEISS AND SIMON LLP Service code 29 900 THIRD AVENUE · NEW YORK, NY 10022 | Legal | $178,666 |
RBC GLOBAL ASSET MANAGEMENT5+ years Service code 28 · EIN 41-1460668 | Investment Management | $163,232 |
AMERICAN REALTY ADVISORS5+ years Filed as: MACKAY SHIELDS Service code 28 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $125,527 |
Filed as: EAGLE ASSET MANAGEMENT Service code 28 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $108,816 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS Service code 28 8403 COLESVILLE ROAD, 13TH FLR · SILVER SPRING, MD 20910 | Investment Management | $98,502 |
AMERICAN FUNDS4 years Filed as: CRESCENT CAPITAL Service code 28 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $94,802 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1835864 | Actuarial | $81,136 |
PROSKAUER ROSE LLP3 years Service code 29 · EIN 13-1840454 | Legal | $77,688 |
FENIMORE ASSET MANAGEMENT2 years Service code 28 384 N GRAND ST · COBLESKILL, NY 12043 | Investment Management | $72,972 |
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 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 16.28% | 14.29%+2.0pp | 14.64%+1.6pp | 21.83%-5.6pp |
| Employer contribution / active EE | $11,466 | $12,083-5.1% | $41,831-72.6% | $12,237-6.3% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |