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 |
|---|---|---|
GREENBERG TRAURIG4+ years Service code 29 · EIN 13-3613083 | Legal | $1,330,425 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE Service code 11 · EIN 53-0181291 | Actuarial | $874,020 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $774,257 |
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & CO. LLC Service code 28 · EIN 36-2214610 | Investment Management | $294,938 |
KEN GERAGHTY4+ years Service code 14 · EIN 06-5449407 | Plan Administrator | $229,937 |
POINTS NORTH3 years Filed as: POINTS NORTH CONSULTING Service code 15 · EIN 41-1791823 | Recordkeeping | $164,134 |
GEORGE DODD4+ years Service code 31 · EIN 12-7407886 | Direct payment from the plan; Named f... | $103,743 |
KLINGMAN & ASSOCIATES, LLC2 years Service code 27 · EIN 06-1612508 | Advisory (Plan) | $89,875 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746748 | Accounting | $79,564 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 27 · EIN 61-1758632 | Advisory (Plan) | $61,958 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $5,379,476-100.0% | $379,314-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 17.4%-17.4pp | 0.0%0pp |
| Annual return | -6.38% | -0.94%-5.4pp | -2.18%-4.2pp | 33.37%-39.7pp |
| Employer contribution / active EE | $19,025 | $12,464+52.6% | $38,751-50.9% | $11,253+69.1% |
| Participant deferral / active EE | $0 | $24-100.0% | $151-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $4,675-100.0% | $4,180-100.0% | $99,113-100.0% |