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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON PENNSYLVANIA, INC. Service code 11 · EIN 23-1159360 | Actuarial | $155,621 |
LEGAL & GENERAL INVESTMENT2 years Filed as: LEGAL AND GENERAL INV. MGT. AMERICA Service code 28 · EIN 35-7085469 | Investment Management | $122,861 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF NEW YORK MELLON Service code 16 · EIN 13-5160382 | Consulting | $83,061 |
T ROWE PRICE RPS INC3 years Filed as: T. ROWE PRICE Service code 28 · EIN 52-1309931 | Investment Management | $77,523 |
Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 54-1947440 | Investment Management | $74,516 |
HARTLAND & CO4+ years Filed as: HARTLAND & CO. Service code 16 · EIN 34-1597728 | Consulting | $47,313 |
VICTORY3 years Filed as: VICTORY CAPITAL MANAGEMENT, INC. Service code 28 · EIN 13-2700161 | Investment Management | $37,737 |
SCHNEIDER DOWNS & CO., INC.4+ years Filed as: SCHNEIDER DOWNS & CO. INC. Service code 10 · EIN 25-1408703 | Accounting | $16,273 |
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -4.98% | 9.64%-14.6pp | -102.03%+97.0pp | 33.37%-38.4pp |
| Employer contribution / active EE | $3,840 | $8,034-52.2% | $36,229-89.4% | $11,253-65.9% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |