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 |
|---|---|---|
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 28 · EIN 35-2679129 | Investment Management | $53,293 |
FOUNDRY PARTNERS7 years Filed as: FOUNDRY PARTNERS, LLC Service code 51 · EIN 46-1184506 | Investment Mgmt Fees | $39,220 |
Filed as: CHEVY CHASE TRUST Service code 20 · EIN 52-2037618 | Trustee (individual); Trustee (bank, ... | $37,513 |
WEAVER AND TIDWELL, LLP1 year Filed as: WEAVER & TIDWELL, LLP Service code 10 · EIN 75-0786316 | Accounting | $24,500 |
MILLIMAN, INC.1 year Service code 11 · EIN 91-0675641 | Actuarial | $18,807 |
Service code 11 · EIN 26-1370698 | Actuarial | $15,333 |
INVESTMENT PERFORMANCE SERVICES10+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 · EIN 58-2432390 | Advisory (Plan) | $8,774 |
AMALGAMATED BANK1 year Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $1,792 |
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 | $226,918-100.0% | $226,918-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 19.4%-19.4pp | 17.5%-17.5pp | 39.2%-39.2pp |
| Annual return | 6.44% | 8.93%-2.5pp | 9.49%-3.0pp | 13.91%-7.5pp |
| Employer contribution / active EE | $54,600 | $31,546+73.1% | $29,215+86.9% | $35,282+54.8% |
| Participant deferral / active EE | $0 | $190-100.0% | $359-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $41,846-100.0% |