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 |
|---|---|---|
AMERICAN REALTY ADVISORS5 years Service code 28 801 N BRAND BOULEVARD, SUITE 800 · GLENDALE, CA 91203 | Investment Management | $314,940 |
MILLIMAN, INC.6+ years Service code 11 · EIN 91-0675641 150 CLOVE ROAD, 10TH FLOOR · LITTLE FALLS, NJ 07424 | Actuarial | $133,150 |
GLOBEFLEX CAPITAL LP6+ years Filed as: GLOBEFLEX CAPITAL, L.P. Service code 28 · EIN 33-0597629 4365 EXECUTIVE DRIVE, SUITE 720 · SAN DIEGO CA, CA 92121 | Investment Management | $129,392 |
ALGER6+ years Filed as: FRED ALGER MANAGMENT INC. Service code 28 · EIN 13-2510833 360 PARK AVE S. · NEW YORK, NY 10010 | Investment Management | $118,166 |
INVESTMENT PERFORMANCE SERVICES6+ years Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 19 7402 HODGSON MEMORIAL DRIVE, ST 100 · SAVANNAH, GA 31406 | Securities Custodian | $85,000 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: CHARTWELL INVESTMENT PARTNERS Service code 28 1235 WESTLAKES DR 400 · BERWYN, PA 19312 | Investment Management | $83,911 |
SEI INVESTMENTS6+ years Filed as: COOKE & BIELER, L.P. Service code 50 · EIN 23-3082822 2001 MARKET STREET SUITE 4000 · PHILADELPHIA, PA 19103 | Direct Payment | $68,661 |
FABIAN & BYRN LLC4 years Filed as: FABIAN & BRYN LLC Service code 13 · EIN 25-1914887 425 EAGLE ROCK AVENUE, SUITE 105 · ROSELAND, NJ 07068 | Contract Administrator | $58,080 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL MANAGEMENT, LLP Service code 28 301 SOUTH COLLEGE STREET SUITE 2920 · CHARLOTTE, NC 28202 | Investment Management | $42,296 |
AMALGAMATED BANK6+ years Service code 19 · EIN 13-4920330 275 7TH AVENUE, 9TH FL · NEW YORK, NY 10001 | Securities Custodian | $39,027 |
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.
Participant 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 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 8.34% | 15.15%-6.8pp | 10.57%-2.2pp | 11.45%-3.1pp |
| Employer contribution / active EE | $14,455 | $16,781-13.9% | $29,483-51.0% | $17,219-16.1% |
| Participant deferral / active EE | $2,502 | $1,180+112.1% | $150+1569.5% | $357+601.6% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |