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 |
|---|---|---|
NEPC, LLC1 year Service code 27 · EIN 26-1429809 | Advisory (Plan) | $107,891 |
MILLIMAN, INC.7+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $89,126 |
Service code 28 780 THIRD AVENUE · NEW YORK, NY 10017 | Investment Management | $80,014 |
WILLIAM BLAIR1 year Service code 28 · EIN 27-6331814 | Investment Management | $50,621 |
STATE STREET GLOBAL ADVISORS2 years Service code 18 · EIN 81-4017137 | Custodial (securities); Investment ma... | $39,970 |
COMERICA BANK7+ years Service code 19 · EIN 42-1741646 | Securities Custodian | $37,050 |
WELLINGTON TRUST COMPANY2 years Filed as: WELLINGTON TRUST Service code 28 · EIN 04-2755549 | Investment Management | $23,473 |
Filed as: L&G INVESTMENT MANAGEMENT Service code 28 · EIN 35-7085469 | Investment Management | $12,135 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $1,472,696-100.0% | $227,282-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.7%-0.7pp |
| Annual return | 10.19% | 9.72%+0.5pp | 10.75%-0.6pp | 13.24%-3.0pp |
| Employer contribution / active EE | $6,866 | $10,988-37.5% | $35,162-80.5% | $14,616-53.0% |
| Participant deferral / active EE | $0 | $822-100.0% | $82-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,611-100.0% | $4,137-100.0% |