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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $74,360 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $61,538 |
GCM GROSVENOR2 years Filed as: GROSVENOR Service code 28 900 NORTH MICHIGAN AVE. STE 1100 · CHICAGO, IL 60611 | Investment Management | $60,000 |
AMERICAN REALTY ADVISORS5+ years Service code 28 · EIN 95-4871432 | Investment Management | $49,202 |
THE SEGAL COMPANY4 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $36,000 |
LSV ASSET MANAGEMENT1 year Service code 28 · EIN 23-2772200 | Investment Management | $33,848 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $28,076 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 20-1575788 | Investment Management | $25,504 |
AMALGAMATED BANK5+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $22,893 |
Service code 28 · EIN 26-2237421 | Investment Management | $17,887 |
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 | $1,055,769-100.0% | $165,322-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.6%-0.6pp |
| Annual return | 7.54% | 6.41%+1.1pp | 8.01%-0.5pp | 11.45%-3.9pp |
| Employer contribution / active EE | $10,870 | $11,592-6.2% | $29,475-63.1% | $17,219-36.9% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $13,084-100.0% | $637-100.0% | $15,480-100.0% |