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: METLIFE INVESTMENT MANAGEMENT Service code 28 1717 ARCH ST · PHILADELPHIA, PA 19103 | Investment Management | $229,184 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 PO BOX 894139 · LOS ANGELES, CA 90189 | Investment Management | $215,840 |
ACADIAN ASSET MANAGEMENT LLC7 years Filed as: ACADIAN ASSET MANAGEMENT Service code 28 ONE OFFICED SQUARE · BOSTON, MA 02101 | Investment Management | $73,244 |
HUNTINGTON NATIONAL BANK8+ years Service code 13 · EIN 13-0966785 | Contract Administrator | $69,821 |
ADVISORY RESEARCH2 years Filed as: ADVISORY RESEARCH INVESTMENT MGMT Service code 28 · EIN 36-2831881 | Investment Management | $53,227 |
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.
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 | $164,233-100.0% | - | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | -22.32% | -17.19%-5.1pp | 179.55%-201.9pp | 2.77%-25.1pp |
| Employer contribution / active EE | $14,188 | $23,110-38.6% | $24,917-43.1% | $15,262-7.0% |
| Participant deferral / active EE | $0 | $550-100.0% | $463-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | - | $1,015-100.0% |