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, LLC4+ years Service code 17 · EIN 26-1370698 | Pension Consulting | $246,844 |
SEYFARTH SHAW LLP4+ years Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $174,750 |
PACIFIC SOUTHWEST ADMINISTRATORS4+ years Service code 14 · EIN 94-3187938 | Plan Administrator | $83,547 |
STATE STREET GLOBAL ADVISORS4+ years Service code 19 · EIN 81-4017137 | Securities Custodian | $73,696 |
ASB CAPITAL MANAGEMENT2 years Service code 28 · EIN 80-0618452 | Investment Management | $58,228 |
MEKETA INVESTMENT GROUP4+ years Service code 27 · EIN 04-2659023 | Advisory (Plan) | $45,288 |
LEVY PHILLIPS3 years Service code 29 · EIN 47-3697177 | Legal | $26,400 |
HENNINGFIELD & ASSOCIATES, INC.4+ years Filed as: HENNINGFIELD AND ASSOCIATES, INC. Service code 10 · EIN 54-2189926 | Accounting | $24,400 |
T R PAUL INC.4+ years Filed as: PAUL, HASTINGS, JANOFSKY ET AL Service code 29 · EIN 95-2209675 | Legal | $16,228 |
ULLICO4+ years Filed as: UNION BANK Service code 18 · EIN 94-0304228 | Custodial (other than securities) | $10,933 |
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 | $18,026,966-100.0% | $157,995-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 1.8%-1.8pp | 41.3%-41.3pp | 1.8%-1.8pp |
| Annual return | -4.47% | 0.19%-4.7pp | 83.75%-88.2pp | 0.19%-4.7pp |
| Employer contribution / active EE | $21,610 | $13,763+57.0% | $41,592-48.0% | $13,763+57.0% |
| Participant deferral / active EE | $0 | $804-100.0% | $77-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $678-100.0% | $426-100.0% |