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 |
|---|---|---|
Filed as: EAGLE CAPIAL MANAGEMENT Service code 28 · EIN 22-3361201 | Investment Management | $248,983 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 19 · EIN 26-4310632 | Securities Custodian | $207,489 |
GROOM LAW GROUP1 year Filed as: GROOM LAW GROUP CHARTERED Service code 29 1701 PENNSYLNANIA AVE. NW · WASHINGTON, DC 200065811 | Legal | $161,766 |
BENESYS, INC.8 years Filed as: UNITED ACTUARIAL SERVICES Service code 28 · EIN 35-2156428 | Investment Management | $84,212 |
BENESYS, INC.4 years Filed as: BENESYS, INC Service code 10 · EIN 38-2383171 | Accounting | $63,808 |
Filed as: LOGAN METTLEY & NEWCOMER PLC Service code 29 5 HOT METAL STREET SUITE 203 · PITTSBURGH, PA 15203 | Legal | $47,762 |
Filed as: NOVARA TESIJA CATENACCI Service code 29 888 WEST BIG BEAVER · TROY, MI 48084 | Legal | $38,928 |
COMERICA BANK10+ years Service code 19 · EIN 38-2574238 | Securities Custodian | $30,566 |
SAM FUJIKAWA1 year Filed as: SAM PILGER Service code 25 700 TOWER DRIVE SUITE 300 · TROY, MI 48098 | Directed Trustee | $22,917 |
WRUBEL WESLEY AND COMPANY C.P.A.'S10+ years Filed as: WRUBEL WESLEY AND COMPANY C.P.A'S Service code 10 · EIN 38-2574238 | Accounting | $18,050 |
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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 17.1%-17.1pp |
| Annual return | 12.47% | 8.91%+3.6pp | 16.77%-4.3pp | 9.82%+2.7pp |
| Employer contribution / active EE | $5,941 | $19,417-69.4% | $28,306-79.0% | $13,587-56.3% |
| 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% |