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 |
|---|---|---|
LEGAL & GENERAL INVESTMENT4+ years Service code 28 · EIN 20-8058531 | Investment Management | $273,060 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $177,946 |
MERCER4+ years Filed as: MERCER HR CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $163,028 |
BDO USA, LLP4+ years Service code 10 · EIN 13-5381590 | Accounting | $35,700 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 27 · EIN 26-4310632 | Advisory (Plan) | $28,125 |
STROOCK & STROOCK & LAVAN3 years Service code 29 · EIN 13-5539787 | Legal | $10,393 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $101,941-100.0% | $568,132-100.0% | $46,244-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 21.0%-21.0pp | 2.8%-2.8pp |
| Annual return | 14.09% | 18.13%-4.0pp | 14.64%-0.5pp | 16.32%-2.2pp |
| Employer contribution / active EE | $10,412 | $23,138-55.0% | $41,831-75.1% | $17,007-38.8% |
| Participant deferral / active EE | $0 | $160-100.0% | $200-100.0% | $406-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $36,942-100.0% | $127-100.0% |