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 |
|---|---|---|
THE SEGAL COMPANY3+ years Filed as: SEGAL BRYANT & HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $176,792 |
DEPRINCE, RACE & ZOLLO3+ years Filed as: DEPRINCE, RACE & ZOLLO, INC Service code 28 · EIN 59-3299598 | Investment Management | $175,125 |
PNC BANK, N.A.1 year Filed as: PNC BANK Service code 28 · EIN 22-1146430 | Investment Management | $120,764 |
OGLETREE DEAKINS3+ years Filed as: OLGETREE DEAKINS NASH SMOAK & STEWA Service code 29 · EIN 57-1044820 | Legal | $117,685 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $114,749 |
JULIE RACHAL3+ years Service code 30 · EIN 36-2226396 | Employee (plan) | $98,431 |
JOHNSON & KROL, LLC3+ years Filed as: JOHNSON & KROL Service code 29 · EIN 36-4342024 | Legal | $89,746 |
NANCY FERGUSON3+ years Filed as: NANCY BUCKLEY Service code 30 · EIN 36-2226396 | Employee (plan) | $81,637 |
ULLICO3+ years Filed as: THE UNION LABOR LIFE INSURANCE CO Service code 28 · EIN 13-1423090 | Investment Management | $79,664 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $74,744 |
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.08% | 12.33%-0.2pp | 8.32%+3.8pp | 17.84%-5.8pp |
| Employer contribution / active EE | $14,450 | $11,641+24.1% | $30,793-53.1% | $14,688-1.6% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |