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 COMPANY8+ years Service code 11 · EIN 13-1975125 | Actuarial | $139,223 |
GCM GROSVENOR5 years Filed as: GROSVENOR Service code 28 900 NORTH MICHIGAN AVE. STE 1100 · CHICAGO, IL 60611 | Investment Management | $106,384 |
ZENITH AMERICAN SOLUTIONS8+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $76,594 |
AMERICAN REALTY ADVISORS8+ years Service code 28 · EIN 95-4871432 | Investment Management | $59,873 |
Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 27 · EIN 13-3200244 | Advisory (Plan) | $49,108 |
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $40,000 |
LSV ASSET MANAGEMENT4 years Service code 28 · EIN 23-2772200 | Investment Management | $32,060 |
Service code 28 1270 SOLDIERS FIELD ROAD · BOSTON, MA 021351003 | Investment Management | $30,271 |
WESTERN ASSET MANAGEMENT COMPANY8+ years Filed as: WESTERN ASSET MANAGEMENT CO. Service code 28 · EIN 20-1575788 | Investment Management | $22,392 |
Service code 28 · EIN 26-2237421 | Investment Management | $22,232 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 4.18% | 7.15%-3.0pp | 20.18%-16.0pp | 37.74%-33.6pp |
| Employer contribution / active EE | $12,790 | $13,270-3.6% | $29,108-56.1% | $15,781-19.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |