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 |
|---|---|---|
LSV ASSET MANAGEMENT4+ years Service code 28 · EIN 22-2772200 | Investment Management | $381,367 |
INTECH INVESTMENT MANAGEMENT LLC4+ years Service code 28 · EIN 01-0614895 | Investment Management | $188,395 |
MICHAEL E BURNS4+ years Service code 30 · EIN 23-6406511 | Direct payment from the plan; Employe... | $159,526 |
RBC WEALTH MANAGEMENT4+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $151,296 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INVST MGT CAYMAN LTD Service code 28 | Investment Management | $122,400 |
WALTER SCOTT & PARTNERS LIMITED4+ years Service code 28 · EIN 98-0465834 | Investment Management | $119,952 |
FIERA CAPITAL3 years Filed as: FIERA CAPITAL INC Service code 28 · EIN 13-2726734 | Investment Management | $107,581 |
SEI INVESTMENTS4+ years Filed as: COOKE & BIELER L.P. Service code 28 · EIN 23-3082822 | Investment Management | $99,305 |
THE MCKEOGH COMPANY4+ years Service code 11 · EIN 23-3003375 | Actuarial | $80,000 |
NEWTOWER TRUST COMPANY4+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $69,973 |
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 | $10,224,557-100.0% | $362,723-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 1.2%-1.2pp |
| Annual return | 9.17% | 10.27%-1.1pp | 10.56%-1.4pp | 53.27%-44.1pp |
| Employer contribution / active EE | $36,572 | $12,273+198.0% | $30,197+21.1% | $14,774+147.5% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $35,729-100.0% | $2,168-100.0% | $13,289-100.0% |