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 MANAGEMENT7+ years Service code 28 · EIN 22-2772200 | Investment Management | $347,632 |
RBC WEALTH MANAGEMENT7+ years Service code 27 · EIN 41-1416330 | Advisory (Plan) | $175,568 |
THE BANK OF NEW YORK MELLON6 years Filed as: BNY MELLON INVST MGT CAYMAN LTD Service code 28 | Investment Management | $165,492 |
MICHAEL E BURNS7+ years Service code 30 · EIN 23-6406511 | Direct payment from the plan; Employe... | $164,269 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Service code 28 · EIN 01-0614895 | Investment Management | $161,432 |
FIERA CAPITAL6 years Filed as: FIERA CAPITAL INC Service code 28 · EIN 13-2726734 | Investment Management | $151,478 |
SEI INVESTMENTS7+ years Filed as: COOKE & BIELER L.P. Service code 28 · EIN 23-3082822 | Investment Management | $98,111 |
NEWTOWER TRUST COMPANY7+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $89,157 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 82-2405817 | Investment Management | $76,140 |
NOVAK FRANCELLA LLC7+ years Service code 10 · EIN 61-1436956 | Accounting | $73,124 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | -21.65% | -8.26%-13.4pp | -5.84%-15.8pp | 2.77%-24.4pp |
| Employer contribution / active EE | $32,044 | $12,543+155.5% | $31,839+0.6% | $15,262+110.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |