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 |
|---|---|---|
THE SEGAL COMPANY2 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Advisory (Plan) | $207,917 |
Service code 13 · EIN 34-1217340 | Contract Administrator | $182,080 |
JPMORGAN INVEST HOLDINGS LLC2 years Filed as: JP MORGAN CHASE BANK, N.A. Service code 28 270 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $144,990 |
PBGC PREMIUM2 years Service code 99 445 12TH STREET SW · WASHINGTON, DC 20024 | Other Fees | $120,128 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 04-3200030 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $111,935 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 13-1975125 1111 SUPERIOR AVENUE · CLEVELAND, OH 44114 | Actuarial | $84,727 |
ANCORA ADVISORS8+ years Service code 28 6060 PARK BLVD, STE 200 · CLEVELAND, OH 44124 | Investment Management | $56,091 |
NEUBERGER BERMAN2 years Filed as: NEUBERGER BERMAN INVESTMENT ADVISOR Service code 28 190 SOUTH LASALLE ST · CHICAGO, IL 60603 | Investment Management | $50,215 |
STATE STREET GLOBAL ADVISORS8+ years Service code 28 ONE IRON STREET · BOSTON, MA 02210 | Investment Management | $46,454 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 655 BROAD ST 6TH FLOOR · NEWARK, NJ 07102 | Investment Management | $39,046 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 0.44% | 7.95%-7.5pp | 20.18%-19.7pp | 9.11%-8.7pp |
| Employer contribution / active EE | $19,528 | $14,684+33.0% | $29,108-32.9% | $12,231+59.7% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |