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 |
|---|---|---|
MERCER2+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEW YORK, NY 10036 | Actuarial | $349,233 |
IRIDIAN ASSET MANAGEMENT, LLC2+ years Filed as: IRIDIAN ASSET MANAGEMENT LLC Service code 28 · EIN 06-1439577 276 POST ROAD WEST · WESTPORT, DC 068804704 | Investment Management | $161,240 |
JOHNSTON ASSET MANAGEMENT2+ years Filed as: JOHNSTON ASSET MANAGEMENT CORP Service code 28 · EIN 13-3257590 300 ATLANTIC STREET · STAMFORD, CT 069013527 | Investment Management | $138,605 |
Filed as: INCOME RESEARCH AND MANAGEMENT Service code 28 · EIN 04-2955404 100 FEDERAL STREET · BOSTON, MA 02110 | Investment Management | $93,804 |
SEI INVESTMENTS2+ years Filed as: COOKE & BIELER, LP INVESTMENT Service code 28 · EIN 22-1393932 1700 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $90,647 |
HAMILTON & COMPANY2+ years Service code 27 · EIN 22-2142255 600 COLLEGE ROAD EAST · PRINCETON, NJ 19103 | Advisory (Plan) | $88,964 |
WEDGE CAPITAL MANAGEMENT1 year Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 301 SOUTH COLLEGE STREET · CHARLOTTE, NC 28202 | Investment Management | $81,402 |
EDGEWOOD MANAGEMENT LLC1 year Service code 28 · EIN 20-4044179 535 MADISON AVENUE · NEW YORK, NY 10022 | Investment Management | $56,120 |
WELLS FARGO BANK, N.A.2+ years Service code 21 · EIN 94-1347393 123 S. BROAD STREET PA4389 · PHILADELPHIA, PA 19109 | Bank Trustee | $43,278 |
OSTERWEIS CAPITAL MANAGEMENT2+ years Filed as: OSTERWEIS CAPITAL MANAGEMENT, INC Service code 28 · EIN 94-2871718 ONE MARITIME PLAZA · SAN FRANCISCO, PA 941113411 | Investment Management | $18,898 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $170,924-100.0% | $144,462-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 6.1%-6.1pp | 11.7%-11.7pp | 1.9%-1.9pp |
| Annual return | 10.43% | 79.68%-69.3pp | 16.78%-6.3pp | 23.90%-13.5pp |
| Employer contribution / active EE | $12,529 | $21,735-42.4% | $26,328-52.4% | $16,539-24.2% |
| Participant deferral / active EE | $0 | $354-100.0% | $97-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $1,335-100.0% | $20,893-100.0% | $18,975-100.0% |