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 9-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 |
|---|---|---|
Service code 13 · EIN 83-2454243 5600 NEW KING DRIVE · TROY, MI 48098 | Contract Administrator | $74,340 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 | Actuarial | $50,000 |
THE SEGAL COMPANY10+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $41,083 |
MENGEL, METZGER, BARR & CO. LLP10+ years Filed as: MENGEL METZGER BARR & CO Service code 10 · EIN 16-1092347 | Accounting | $29,064 |
BLITMAN & KING10+ years Service code 29 · EIN 16-1047304 | Legal | $26,973 |
JPMORGAN INVEST HOLDINGS LLC10+ years Filed as: CHEVY CHASE TRUST Service code 21 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Bank Trustee | $21,021 |
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.
Annual investment return 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 | $36,224-100.0% | $181,048-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 2.1%-2.1pp |
| Annual return | 5.08% | 12.82%-7.7pp | 9.65%-4.6pp | 9.14%-4.1pp |
| Employer contribution / active EE | $14,157 | $13,831+2.4% | $26,259-46.1% | $19,963-29.1% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $749-100.0% | $200-100.0% |