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 |
|---|---|---|
MERCER5+ years Service code 11 · EIN 13-2834414 1166 AVENUE OF THE AMERICAS · NEWYORK, NY 10036 | Actuarial | $154,205 |
HIGHLAND CONSULTING ASSOCIATES5+ years Filed as: HIGHLAND CONSULTING Service code 28 · EIN 34-1753575 159 CROCKER PARK BOULEVARD · CLEVELAND, OH 44145 | Investment Management | $63,568 |
ACADIAN ASSET MANAGEMENT LLC5+ years Filed as: ACADIAN ASSET MANAGEMENT, LLC Service code 27 · EIN 04-2929221 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $61,855 |
Filed as: PRUDENTIAL US LONG DURATION CORP BD Service code 27 · EIN 23-6994310 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Advisory (Plan) | $41,990 |
BMO HARRIS BANK NA2 years Service code 21 · EIN 36-2085229 111 WEST MONROE STREET · CHICAGO, IL 60603 | Bank Trustee | $22,989 |
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 | $46,244-100.0% | $133,543,011-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 2.8%-2.8pp |
| Annual return | 19.80% | 15.60%+4.2pp | 29.77%-10.0pp | 16.32%+3.5pp |
| Employer contribution / active EE | $21,488 | $11,838+81.5% | $33,607-36.1% | $17,007+26.3% |
| Participant deferral / active EE | $0 | $372-100.0% | $96-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $127-100.0% | $835,310-100.0% | $127-100.0% |