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 9-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 COMPANY9 years Filed as: SEGAL COMPANY Service code 11 · EIN 13-1975125 | Actuarial | $101,342 |
LINDA FENNER3 years Service code 30 · EIN 36-6598153 | Direct payment from the plan; Employe... | $93,462 |
UNION INSURANCE GROUP2 years Service code 22 · EIN 36-4226088 | Insurance Broker | $84,987 |
NATIONAL INVESTMENT SERVICES10+ years Service code 51 · EIN 84-3937993 | Investment Mgmt Fees | $62,317 |
SHARIE SARAGOSA3 years Service code 30 · EIN 36-6598153 | Direct payment from the plan; Employe... | $52,850 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADVSRS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $40,000 |
KAYLA LAMANDIA1 year Filed as: KAYLA HENESSEY Service code 30 · EIN 36-6598153 | Employee (plan); Direct payment from ... | $34,953 |
DAWN BABUSKOW3 years Filed as: DAWN MCKENDRICK Service code 30 · EIN 36-6598153 | Direct payment from the plan; Employe... | $31,435 |
LISA LINDAUER3 years Filed as: LISA RAMIREZ Service code 30 · EIN 36-6598153 | Employee (plan); Direct payment from ... | $31,435 |
LEGACY PROFESSIONALS LLP3 years Filed as: LEGACY PROFESSIONALS, LLP Service code 10 · EIN 32-0043599 | Accounting | $27,649 |
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.
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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 17.1%-17.1pp |
| Annual return | 3.60% | 8.91%-5.3pp | 16.77%-13.2pp | 9.82%-6.2pp |
| Employer contribution / active EE | $8,613 | $19,417-55.6% | $28,306-69.6% | $13,587-36.6% |
| Participant deferral / active EE | $0 | $0 | $40-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |