Filed August 25, 2026
Total covered: 555 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PACIFIC GLOBAL ADVISORS1+ years Service code 28 · EIN 80-0717139 | Investment Management | $338,548 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $272,828 |
MORGAN STANLEY SMITH BARNEY1+ years Filed as: J.P. MORGAN PRIVATE EQUITY Service code 24 · EIN 13-3200244 | Discretionary Trustee | $208,401 |
MARATHON ASSET MANAGEMENT1+ years Service code 28 · EIN 22-3321401 | Investment Management | $122,112 |
WELLINGTON TRUST COMPANY1+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 52 · EIN 04-2755549 | Indirect Investment Fees | $111,461 |
GOLDMAN SACHS1+ years Filed as: GOLDMAN SACHS ASSET MGMT LP Service code 28 · EIN 13-3575636 | Investment Management | $105,527 |
THE TOWNSEND GROUP1+ years Service code 28 · EIN 45-3073569 | Investment Management | $75,202 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO BANK, N.A Service code 19 · EIN 94-1347393 | Securities Custodian | $72,718 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $69,202 |
INVESTEC ASSET MANAGEMENT1+ years Service code 28 · EIN 27-3203031 | Investment Management | $62,612 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $10,105-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.8%-0.8pp | 11.1%-11.1pp | 0.8%-0.8pp |
| Annual return | -0.73% | -1.64%+0.9pp | 16.23%-17.0pp | -0.60%-0.1pp |
| Employer contribution / active EE | $16,456 | $19,166-14.1% | $17,605-6.5% | $12,272+34.1% |
| Participant deferral / active EE | $0 | $604-100.0% | $237-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $11-100.0% | $717-100.0% |