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 |
|---|---|---|
HORIZON ACTUARIAL SERVICES, LLC2+ years Service code 17 · EIN 26-1370698 | Pension Consulting | $250,144 |
SEYFARTH SHAW LLP2+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $186,564 |
STATE STREET GLOBAL ADVISORS2+ years Service code 19 · EIN 04-1867445 | Securities Custodian | $73,996 |
PACIFIC SOUTHWEST ADMINISTRATORS2+ years Service code 14 · EIN 94-3187938 | Plan Administrator | $72,000 |
MEKETA INVESTMENT GROUP2+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $45,150 |
HENNINGFIELD & ASSOCIATES, INC.2+ years Filed as: HENNINGFIELD AND ASSOCIATES, INC. Service code 10 · EIN 54-2189926 | Accounting | $24,442 |
LEVY PHILLIPS1 year Service code 29 · EIN 47-3697177 | Legal | $19,818 |
T R PAUL INC.2+ years Filed as: PAUL, HASTINGS, JANOFSKY ET AL Service code 29 · EIN 95-2209675 | Legal | $16,435 |
US BANK2+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $9,748 |
ULLICO2+ years Filed as: UNION BANK Service code 18 · EIN 94-0304228 | Custodial (other than securities) | $7,534 |
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 | $35,636-100.0% | $176,816-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 39.2%-39.2pp | 1.8%-1.8pp |
| Annual return | 8.06% | 7.18%+0.9pp | 2.89%+5.2pp | 7.18%+0.9pp |
| Employer contribution / active EE | $16,343 | $13,095+24.8% | $39,831-59.0% | $13,095+24.8% |
| Participant deferral / active EE | $0 | $385-100.0% | $99-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $478-100.0% | $362-100.0% |