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 |
|---|---|---|
ULLICO6 years Filed as: ULLICO INVESTMENT ADVISORS Service code 28 · EIN 52-6435649 8403 COLESVILLE ROAD, 13TH FLR · SILVER SPRING, MD 20910 | Investment Management | $571,993 |
FENIMORE ASSET MANAGEMENT7 years Service code 28 · EIN 14-1564237 384 N GRAND ST · COBLESKILL, NY 12043 | Investment Management | $217,543 |
RBC GLOBAL ASSET MANAGEMENT10+ years Service code 28 · EIN 41-1460668 | Investment Management | $133,441 |
WILMINGTON TRUST9 years Filed as: WILMINGTON TRUST, NA Service code 28 · EIN 16-1486454 | Investment Management | $108,664 |
AMERICAN FUNDS9 years Filed as: CRESCENT CAPITAL Service code 28 · EIN 47-3162282 1251 AVENUE OF THE AMERICAS · NEW YORK, NY 10020 | Investment Management | $100,394 |
FITZSIMMONS ABRAMS, LLP10+ years Service code 10 | Accounting | $97,420 |
GCM GROSVENOR5 years Filed as: GROSVENOR CAPITAL MANAGEMENT, L.P Service code 28 · EIN 36-3795985 900 NORTH MICHIGAN AVENUE · CHICAGO, IL 11000 | Investment Management | $95,761 |
PROSKAUER ROSE LLP8 years Service code 29 · EIN 13-1840454 ELEVEN TIMES SQUARE · NEW YORK, NY 10036 | Legal | $89,868 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 13-1835864 | Actuarial | $77,000 |
AMERICAN REALTY ADVISORS10+ years Filed as: MACKAY SHIELDS Service code 28 · EIN 13-4080466 1345 AVENUE OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $60,495 |
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 | $0 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 12.02% | 11.08%+0.9pp | 8.09%+3.9pp | 8.76%+3.3pp |
| Employer contribution / active EE | $13,468 | $13,876-2.9% | $28,732-53.1% | $16,627-19.0% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |