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 19 · EIN 84-3937993 | Securities Custodian | $200,219 |
Filed as: STRATEGIC CAPITAL INV. ADVISORS Service code 27 · EIN 36-4268991 | Advisory (Plan) | $45,250 |
BENEFITS MANAGEMENT GROUP, INC.7+ years Service code 14 · EIN 20-0188125 | Plan Administrator | $44,550 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042324 | Investment Management | $43,362 |
O'SULLIVAN ASSOCIATES1 year Service code 11 · EIN 20-8199367 | Actuarial | $36,000 |
JOHNSON & KROL, LLC7+ years Filed as: JOHNSON & KROL LLC Service code 29 · EIN 36-4342024 | Legal | $35,215 |
LEGACY PROFESSIONALS LLP7+ years Service code 10 · EIN 32-0043599 | Accounting | $33,043 |
AMALGAMATED BANK7+ years Filed as: AMALGAMATED BANK OF CHICAGO Service code 19 · EIN 36-0721895 | Securities Custodian | $13,603 |
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 | $164,233-100.0% | $164,721-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 6.45% | -8.26%+14.7pp | -5.84%+12.3pp | 2.77%+3.7pp |
| Employer contribution / active EE | $22,745 | $12,543+81.3% | $31,839-28.6% | $15,262+49.0% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $1,000-100.0% | $1,015-100.0% |