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 |
|---|---|---|
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 PO BOX 894139 · LOS ANGELES, CA 90189 | Investment Management | $227,865 |
Filed as: METLIFE INVESTMENT MANAGMENT Service code 28 1717 ARCH ST · PHILADELPHIA, PA 19103 | Investment Management | $127,281 |
Filed as: LOGAN CIRCLE PARTNERS Service code 28 · EIN 20-8262386 | Investment Management | $114,084 |
ADVISORY RESEARCH1 year Filed as: ADVISORY RESEARCH INVESTMENT MGNT Service code 28 · EIN 36-2831881 | Investment Management | $52,707 |
HUNTINGTON NATIONAL BANK5+ years Service code 13 · EIN 13-0966785 | Contract Administrator | $36,469 |
ACADIAN ASSET MANAGEMENT LLC4 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 ONE OFFICED SQUARE · BOSTON, MA 02101 | Investment Management | $25,498 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | - | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 1.2%-1.2pp |
| Annual return | 20.72% | 20.56%+0.2pp | 13.45%+7.3pp | 53.27%-32.5pp |
| Employer contribution / active EE | $9,672 | $25,506-62.1% | $26,057-62.9% | $14,774-34.5% |
| Participant deferral / active EE | $0 | $645-100.0% | $181-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | - | $13,289-100.0% |