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 |
|---|---|---|
CHEIRON2+ years Service code 11 · EIN 13-4215617 | Actuarial | $65,454 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB ALLEGIANCE REAL ESTATE FUND Service code 28 · EIN 52-6257033 | Investment Management | $36,617 |
STEWART C. MILLER & CO., INC.2+ years Filed as: STEWART C. MILLER Service code 13 · EIN 35-1820020 | Contract Administrator | $21,600 |
GAMCO ASSET MANAGEMENT2+ years Service code 28 · EIN 13-4044521 | Investment Management | $20,160 |
ANDCO CONSULTING1 year Service code 27 · EIN 59-3676225 | Advisory (Plan) | $19,000 |
WESTEND ADVISORS2+ years Filed as: WEST END ADVISORS Service code 28 · EIN 20-1796773 | Investment Management | $12,938 |
GIBSON INSURANCE GROUP2+ years Service code 23 333 E JEFFERSON STREET P.O. BOX 610 · PLYMOUTH, IN 46563 | Insurance services; Other commissions | $10,153 |
Filed as: JB INVESTMENT MANAGEMENT, LLC Service code 28 13890 BISHOPS DRIVE, SUITE 350 · BROOKFIELD, WI 53005 | Investment Management | $8,272 |
AMALGAMATED BANK2+ years Service code 19 · EIN 36-6228122 | Securities Custodian | $8,238 |
LEGACY PROFESSIONALS LLP2+ years Service code 10 · EIN 32-0043599 | Accounting | $7,100 |
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 | $44,091-100.0% | $144,462-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.7%-11.7pp | 4.5%-4.5pp |
| Annual return | 9.79% | 22.74%-13.0pp | 16.78%-7.0pp | 13.95%-4.2pp |
| Employer contribution / active EE | $15,356 | $16,157-5.0% | $26,328-41.7% | $16,598-7.5% |
| Participant deferral / active EE | $0 | $350-100.0% | $97-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $612-100.0% | $20,893-100.0% | $612-100.0% |