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 COMPANY10+ years Service code 11 · EIN 13-1975125 | Actuarial | $198,198 |
GCM GROSVENOR7 years Filed as: GROSVENOR Service code 28 900 NORTH MICHIGAN AVE. STE 1100 · CHICAGO, IL 60611 | Investment Management | $99,231 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $82,037 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $57,487 |
AMERICAN REALTY ADVISORS10+ years Service code 28 · EIN 95-4871432 | Investment Management | $55,052 |
LSV ASSET MANAGEMENT6 years Service code 28 · EIN 23-2772200 | Investment Management | $51,221 |
THE SEGAL COMPANY9 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $42,501 |
MAY OBERFELL LORBER3 years Service code 29 4100 EDISON LAKES PARKWAY, STE 100 · MISHAWAKA, IN 46545 | Legal | $35,630 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $31,516 |
GOLDMAN SACHS6 years Filed as: CORBIN CAPITAL PARTNERS LP Service code 28 · EIN 30-0299433 | Investment Management | $24,477 |
15 funds hold $132M of the plan's $138M. From the 2025 filing. Recordkeeper: L.M. Henderson & Company.
| Fund | Dollars | % of funds% |
|---|---|---|
| Longview Broad Market 3000 Index Fund Manager not matched · Collective trust Index | $44.9M | 34.0% |
| Baird Bond Fund Baird · Mutual fund | $22.2M | 16.8% |
| GCM Grosvenor Multi-Asset Class Fund II LP Manager not matched · Other | $8.1M | 6.1% |
| GCM Grosvenor Multi-Asset Class Fund III LP Manager not matched · Other | $7.9M | 6.0% |
| Vanguard Total International Stock Index Fund Vanguard · Mutual fund Index | $7.7M | 5.8% |
| JP Morgan Infrastructure JPMorgan · Other | $7.2M | 5.5% |
| LSV International Concentrated Value LSV Asset Management · Other | $6.6M | 5.0% |
| American Core Realty Fund, LLC American Realty Advisors · Other | $5.0M | 3.8% |
| William Blair International Leaders Collective Investment Fund William Blair · Collective trust | $4.5M | 3.4% |
| Goldman Financial Square Govt'A Fund Goldman Sachs · Money market | $4.3M | 3.2% |
See the other 5 lines in this lineup with Solo.
Solo shows every fund in this plan's lineup and every change since the prior filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 13.03% | 9.24%+3.8pp | 9.65%+3.4pp | 10.71%+2.3pp |
| Employer contribution / active EE | $11,554 | $14,215-18.7% | $26,259-56.0% | $14,986-22.9% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |