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 |
|---|---|---|
THE SEGAL COMPANY5+ years Filed as: SEGAL ADVISORS Service code 28 · EIN 13-2646110 | Investment Management | $34,000 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST Service code 21 7501 WISCONSIN AVENUE, SUITE 1500W · BETHESDA, MD 20814 | Bank Trustee | $32,994 |
BLITMAN & KING5+ years Service code 29 · EIN 16-1047304 | Legal | $30,325 |
BOLTON PARTNERS, INC.5+ years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 22-3502478 | Actuarial | $26,000 |
MENGEL, METZGER, BARR & CO. LLP5+ years Filed as: MENGEL METZGER BARR & CO Service code 10 · EIN 16-1092347 | Accounting | $15,250 |
INSERO & CO. CPAS, LLP5+ years Service code 10 · EIN 47-5324570 | Accounting | $7,900 |
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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 6.42% | 6.95%-0.5pp | 8.01%-1.6pp | 627.08%-620.7pp |
| Employer contribution / active EE | $9,648 | $11,635-17.1% | $29,475-67.3% | $18,824-48.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |