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 |
|---|---|---|
ULLICO5 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLR · SILVER SPRING, MD 20910 | Investment Management | $424,530 |
FENIMORE ASSET MANAGEMENT6 years Service code 28 · EIN 14-1564237 384 N GRAND ST · COBLESKILL, NY 12043 | Investment Management | $170,598 |
AMERICAN FUNDS8 years Filed as: CRESCENT CAPITAL Service code 28 · EIN 47-3162282 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $114,765 |
RBC GLOBAL ASSET MANAGEMENT9+ years Service code 28 · EIN 41-1460668 | Investment Management | $114,583 |
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $100,958 |
GCM GROSVENOR4 years Filed as: GROSVENOR CAPITAL MANAGEMENT, L.P Service code 28 · EIN 36-3795985 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 11000 | Investment Management | $99,883 |
FITZSIMMONS ABRAMS, LLP9+ years Service code 10 | Accounting | $96,432 |
PROSKAUER ROSE LLP7 years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $80,031 |
WILMINGTON TRUST8 years Filed as: WILMINGTON TRUST, NA Service code 28 · EIN 16-1486454 | Investment Management | $79,144 |
SYLVIA REYES9+ years Service code 30 · EIN 13-6106419 | Employee (plan); Direct payment from ... | $51,402 |
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.
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 13.62% | 7.15%+6.5pp | 20.18%-6.6pp | 37.74%-24.1pp |
| Employer contribution / active EE | $13,948 | $13,270+5.1% | $29,108-52.1% | $15,781-11.6% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |