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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPERA Service code 13 · EIN 04-2647786 | Contract Administrator | $989,466 |
NORTHERN TRUST COMPANY3 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $712,635 |
LEGAL & GENERAL INVESTMENT8+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $330,462 |
PUGH CAPITAL2 years Filed as: PUGH CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1522082 | Investment Management | $277,319 |
PIMCO FUNDS8+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $238,750 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $233,886 |
UBS FINANCIAL SERVICES INC8+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $61,012 |
PLANTE & MORAN, PLLC4 years Service code 10 · EIN 38-1357951 | Accounting | $54,500 |
MCDERMOTT WILL & EMERY LLP5 years Service code 29 · EIN 36-1453176 | Legal | $46,528 |
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE ASSOCIATES, INC. Service code 28 · EIN 52-0556948 | Investment Management | $16,767 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $53,690-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -26.16% | -14.80%-11.4pp | -4.80%-21.4pp | -14.80%-11.4pp |
| Employer contribution / active EE | $8,500 | $8,996-5.5% | $30,897-72.5% | $8,996-5.5% |
| Participant deferral / active EE | $1,792 | $455+293.8% | $64+2702.3% | $455+293.8% |
| Admin fee / account holder | $0 | $0 | $40,849-100.0% | - |