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 |
|---|---|---|
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $176,608 |
STATE STREET GLOBAL ADVISORS10+ years Filed as: STATE STREET BANK & TRUST Service code 13 · EIN 04-1867445 | Contract Administrator | $120,232 |
ALBOURNE AMERICA LLC10+ years Service code 27 · EIN 91-2164625 | Advisory (Plan) | $72,041 |
RUBINBROWN LLP10+ years Service code 10 · EIN 43-0765316 | Accounting | $19,568 |
CALLAN LLC3 years Service code 27 · EIN 94-2192581 | Advisory (Plan) | $6,909 |
EVESTMENT ALLIANCE LLC2 years Filed as: EVESTMENT Service code 49 · EIN 90-0905513 | Other Services | $5,518 |
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 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 6.46% | 3.90%+2.6pp | 8.57%-2.1pp | 8.76%-2.3pp |
| Employer contribution / active EE | $20,308 | $12,005+69.2% | $33,010-38.5% | $16,627+22.1% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |