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 |
|---|---|---|
BOLTON PARTNERS, INC.8+ years Filed as: BOLTON PARTNERS NORTHEAST, INC Service code 11 · EIN 52-1231144 100 LIGHT STREET 9TH FLOOR · BALTIMORE, MD 21202 | Actuarial | $64,121 |
SLEVIN & HART, P.C.8+ years Filed as: SLEVIN & HART Service code 29 · EIN 52-1708613 1625 MASSACHUSETTS AVE NW, STE 450 · WASHINGTON, DC 20036 | Legal | $60,123 |
BONADIO & CO., LLP8+ years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 6 WEMBLEY COURT · ALBANY, NY 12205 | Accounting | $56,450 |
ZENITH AMERICAN SOLUTIONS6 years Service code 13 · EIN 52-1590516 18861 S. 90TH AVENUE SUITE A · MOKENA, IL 60448 | Contract Administrator | $49,500 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $378,419-100.0% | $748,470-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 21.7%-21.7pp | 9.9%-9.9pp |
| Annual return | 3910.46% | 13.34%+3897.1pp | 0.46%+3910.0pp | -5.25%+3915.7pp |
| Employer contribution / active EE | $9,970 | $19,967-50.1% | $35,480-71.9% | $15,166-34.3% |
| Participant deferral / active EE | $0 | $651-100.0% | $231-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $2,728-100.0% | $29,938-100.0% | $3,859-100.0% |