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 |
|---|---|---|
Service code 28 · EIN 84-3937993 | Investment Management | $213,212 |
STRATEGIC CAPITAL INVESTMENT ADVISO10+ years Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $54,250 |
BENEFITS MANAGEMENT GROUP, INC.10+ years Service code 13 · EIN 20-0188125 | Contract Administrator | $48,267 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 | Investment Management | $47,820 |
AMERICAN FUNDS2 years Filed as: STOCKBRIDGE NICHE LOGISTICS FD LP Service code 28 · EIN 85-3831272 | Investment Management | $40,954 |
LEGACY PROFESSIONALS LLP10+ years Service code 10 · EIN 32-0043599 | Accounting | $40,371 |
O'SULLIVAN ASSOCIATES4 years Service code 11 · EIN 20-8199367 | Actuarial | $39,550 |
SMART SOURCE LLC2 years Filed as: SMART MARKETS FUND, LP Service code 28 · EIN 45-2872141 | Investment Management | $38,979 |
JOHNSON & KROL, LLC10+ years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $25,727 |
AMALGAMATED BANK10+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 21 · EIN 36-0721895 | Bank Trustee | $20,445 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 5.87% | 9.24%-3.4pp | 9.65%-3.8pp | 10.71%-4.8pp |
| Employer contribution / active EE | $18,836 | $14,215+32.5% | $26,259-28.3% | $14,986+25.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |