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 |
|---|---|---|
SAVASTA AND COMPANY, INC.5+ years Service code 13 · EIN 13-3879959 | Contract Administrator | $137,854 |
FRIEDMAN & ANSPACH5+ years Filed as: FRIEDMAN AND ANSPACH Service code 29 · EIN 13-3403675 | Legal | $117,627 |
THE SEGAL COMPANY5+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $67,370 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD ASSET MANAGEMENT LLC Service code 51 · EIN 05-0530199 | Investment Mgmt Fees | $38,952 |
INVESTMENT PERFORMANCE SERVICES5+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $32,500 |
SUMMIT FINANCIAL CORPORATION5+ years Filed as: SUMMIT ACTUARIAL SERVICES, LLC Service code 11 · EIN 20-3838633 | Actuarial | $28,000 |
LOOMIS SAYLES5+ years Filed as: LOOMIS, SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $25,683 |
C.S. MCKEE, L.P.5+ years Filed as: CS MCKEE, LP Service code 51 · EIN 25-1900687 | Investment Mgmt Fees | $15,861 |
BMO HARRIS BANK NA5+ years Filed as: M&T BANK Service code 19 · EIN 16-0538020 | Securities Custodian | $10,000 |
ROTHSCHILD ASSET MANAGEMENT2 years Filed as: ROTHSCHILD & CO ASSET MANAGEMENT Service code 51 · EIN 13-2544634 | Investment Mgmt Fees | $9,052 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 14.55% | 14.29%+0.3pp | 14.64%-0.1pp | 21.83%-7.3pp |
| Employer contribution / active EE | $462 | $12,083-96.2% | $41,831-98.9% | $12,237-96.2% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |