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 |
|---|---|---|
Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 28 · EIN 58-2432392 | Investment Management | $67,667 |
Filed as: BOYD WATTERSON ASSET MGMT LLC Service code 28 · EIN 34-1922005 | Investment Management | $66,438 |
JOE MOSKAUSKI8 years Service code 30 · EIN 23-2652951 | Recordkeeping fees; Employee (plan) | $59,752 |
RAE GROUP LLC2 years Service code 11 · EIN 83-4646394 | Actuarial | $49,500 |
Service code 15 · EIN 52-1796473 | Recordkeeping | $29,677 |
JOANN PROCOPIO3 years Service code 30 · EIN 23-2652951 | Recordkeeping fees; Employee (plan) | $26,748 |
Filed as: PRINCIPAL Service code 19 · EIN 94-1347393 | Securities Custodian | $24,869 |
GOLDMAN SACHS1 year Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $21,395 |
SUSANIN WIDMAN & BRENNAN PC7 years Filed as: SUSANIN WIDMAN & BRENNAN, PC Service code 29 · EIN 23-2265950 | Legal | $18,620 |
SEGALL BRYANT & HAMILL5 years Filed as: SEGALL BRYANT & HAMILL LLC Service code 28 · EIN 41-1788385 | Investment Management | $18,182 |
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 | $53-100.0% | $181,048-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 22.4%-22.4pp | 17.1%-17.1pp |
| Annual return | 6.33% | 11.85%-5.5pp | 9.65%-3.3pp | 9.82%-3.5pp |
| Employer contribution / active EE | $17,587 | $8,767+100.6% | $26,259-33.0% | $13,587+29.4% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | $2,893-100.0% |