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 |
|---|---|---|
MARQUETTE ASSOCIATES3 years Service code 27 · EIN 36-3485298 | Advisory (Plan) | $92,500 |
THE SEGAL COMPANY7+ years Service code 11 · EIN 13-1975125 | Actuarial | $63,959 |
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON TRUST COMPANY, NA Service code 51 · EIN 04-2755549 | Investment Mgmt Fees | $32,610 |
NORTHERN TRUST COMPANY7+ years Filed as: THE NORTHERN TRUST COMPANY Service code 13 · EIN 36-1561860 | Contract Administrator | $21,223 |
AMERICAN FUNDS1 year Filed as: LM CAPITAL GROUP, LLC Service code 28 · EIN 30-0057833 | Investment Management | $19,416 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS Service code 51 · EIN 13-4087331 | Investment Mgmt Fees | $15,963 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE MORAN, PLLC Service code 10 · EIN 38-1357951 | Accounting | $13,000 |
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 | $107,032-100.0% | $447,195-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 25.8%-25.8pp | 9.9%-9.9pp |
| Annual return | -7.58% | -12.59%+5.0pp | -11.06%+3.5pp | -5.25%-2.3pp |
| Employer contribution / active EE | $28,662 | $15,979+79.4% | $55,362-48.2% | $15,166+89.0% |
| Participant deferral / active EE | $0 | $77-100.0% | $26-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $3,859-100.0% | $3,572-100.0% | $3,859-100.0% |