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 |
|---|---|---|
TIC INTERNATIONAL CORPORATION2+ years Service code 10 · EIN 13-2600875 | Accounting | $167,080 |
LEGGHIO & ISRAEL, P.C.2+ years Service code 29 · EIN 38-1971448 | Legal | $114,135 |
LSV ASSET MANAGEMENT2+ years Service code 28 · EIN 20-0726879 | Investment Management | $107,992 |
HARRIS1 year Filed as: HARRIS INVSTMENT MANAGEMENT Service code 28 · EIN 36-3673844 | Investment Management | $85,084 |
AMERICAN REALTY ADVISORS2+ years Service code 28 · EIN 95-4871432 | Investment Management | $81,833 |
GOLDMAN SACHS2+ years Filed as: WEDGE CAPITAL PARTNERS Service code 28 · EIN 56-1557450 | Investment Management | $74,174 |
MEKETA INVESTMENT GROUP1 year Filed as: MAKETA INVESTMENT GROUP Service code 27 · EIN 04-2659023 | Advisory (Plan) | $48,500 |
UNITED ACTUARIAL SERVCIES2+ years Filed as: UNITED ACTUARIAL SERVCIES, INC. Service code 11 · EIN 35-2156428 | Actuarial | $41,491 |
NORTHERN TRUST COMPANY2+ years Service code 19 · EIN 38-0056147 | Securities Custodian | $33,165 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA PARTNERS INVESTMENTS Service code 28 101 YGNACIO VALLYE RD 300 · WALNUT CREEK, CA 94596 | Investment Management | $19,180 |
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.
Employer contribution per participant 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 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 12.70% | 12.33%+0.4pp | 8.32%+4.4pp | 17.84%-5.1pp |
| Employer contribution / active EE | $6,758 | $11,641-41.9% | $30,793-78.1% | $14,688-54.0% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |