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 |
|---|---|---|
PENSION ASSURANCE LLP1+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 23 1200 K STREET, N.W., SUITE 11101 · WASHINGTON, DC 20005 | Insurance services; Direct payment fr... | $175,731 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST CO Service code 13 · EIN 04-1867445 | Contract Administrator | $140,939 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY VEST Service code 27 · EIN 20-2217636 | Advisory (Plan) | $60,000 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $12,950 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $23,526,138-100.0% | $846,462-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 0.0%0pp |
| Annual return | -3.19% | -0.09%-3.1pp | -0.81%-2.4pp | 1.67%-4.9pp |
| Employer contribution / active EE | $11,536 | $11,440+0.8% | $38,425-70.0% | $10,506+9.8% |
| Participant deferral / active EE | $0 | $23-100.0% | $315-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $43,809-100.0% | $15,697-100.0% | $66,276-100.0% |