Filed March 27, 2024
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 5-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 |
|---|---|---|
CITIBANK3 years Service code 27 · EIN 13-5266470 | Advisory (Plan) | $177,795 |
OCTOBER THREE CONSULTING LLC3 years Service code 11 · EIN 27-1175487 | Actuarial | $97,890 |
MATRIX TRUST COMPANY3 years Service code 21 · EIN 75-3182674 | Bank Trustee | $32,160 |
SIKICH LLP3 years Service code 10 · EIN 36-3168081 | Accounting | $23,400 |
THE SEGAL COMPANY1 year Filed as: THE SEGAL COMPANY (WESTERN STATES) Service code 10 333 WEST 34TH STREET · NEW YORK, NY 10001 | Accounting | $7,513 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $185,041-100.0% | $306,246-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 62.9%-62.9pp | 2.4%-2.4pp |
| Annual return | 10.78% | 10.25%+0.5pp | 35.14%-24.4pp | 22.81%-12.0pp |
| Employer contribution / active EE | $194,038 | $45,684+324.7% | $46,378+318.4% | $18,290+960.9% |
| Participant deferral / active EE | $0 | $180-100.0% | $69-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $28,548-100.0% | $4,448-100.0% | $85,222-100.0% |