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 |
|---|---|---|
ANGELES INVESTMENT ADVISORS, LLC6+ years Filed as: ANGELES INVESTMENT ADVISORS LLC Service code 27 · EIN 95-4839031 | Advisory (Plan) | $237,219 |
Service code 28 · EIN 36-7045783 | Investment Management | $143,819 |
MILLIMAN, INC.6+ years Filed as: MILLIMAN INC. Service code 16 · EIN 91-0675641 | Consulting | $126,417 |
EAGLE CAPITAL MANAGEMENT, LLC6+ years Service code 28 · EIN 22-3361201 | Investment Management | $93,354 |
THE BANK OF NEW YORK MELLON6+ years Service code 18 · EIN 13-5160382 | Float revenue; Direct payment from th... | $90,407 |
NYSTROM BECKMAN & PARIS LLP2 years Service code 29 · EIN 20-0532493 | Legal | $77,000 |
BUCK GLOBAL, LLC3 years Service code 11 · EIN 13-3954297 | Actuarial | $36,824 |
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON TRUST COMPANY NA Service code 28 · EIN 04-2755549 | Investment Management | $32,122 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $27,753 |
FORD & HARRISON LLP2 years Filed as: FORD & HARRISON, LLP Service code 29 · EIN 58-1314995 | Legal | $8,453 |
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 | $198,586-100.0% | $312,618-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 13.5%-13.5pp |
| Annual return | 16.19% | 9.42%+6.8pp | 10.03%+6.2pp | 9.29%+6.9pp |
| Employer contribution / active EE | $130,671 | $18,905+591.2% | $38,789+236.9% | $15,168+761.5% |
| Participant deferral / active EE | $0 | $0 | $74-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $4,182-100.0% | $2,037-100.0% |