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 |
|---|---|---|
FORMULA CORPORATION6+ years Service code 13 · EIN 41-1559435 | Contract Administrator | $139,560 |
RBC WEALTH MANAGEMENT2 years Filed as: RBC CAPITAL MARKETS LLC Service code 28 · EIN 40-1416330 60 SOUTH 6TH STREET · MINNEAPOLIS, MN 55402 | Investment Management | $115,000 |
ANCHOR CAPITAL ADVISORS LLC3 years Service code 28 · EIN 04-2801194 | Investment Management | $76,386 |
Filed as: HORIZON ACRUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $54,932 |
FIDUCIARY MANAGEMENT, INC.3 years Filed as: FIDUCIARY MANAGEMENT INC Service code 28 · EIN 39-1346018 | Investment Management | $52,238 |
Filed as: IVY INVESTMENT MANAGEMENT CO Service code 28 · EIN 03-0481447 | Investment Management | $33,365 |
THOMAS M HUGHES, LTD6+ years Service code 29 · EIN 41-0991071 | Legal | $26,640 |
BETTS & HAYES, LTD6+ years Service code 10 · EIN 41-1619880 | Accounting | $24,619 |
ALTON JOHNSON6+ years Service code 99 3541 COLFAX AVE S · MINNEAPOLIS, MN 55408 | Other Fees | $24,192 |
Filed as: CONESTOGA CAPITAL ADVISORS Service code 28 · EIN 23-3072906 | Investment Management | $17,784 |
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 | $409,661-100.0% | $2,066,441-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.0%-7.0pp | 1.7%-1.7pp |
| Annual return | 6.93% | 9.42%-2.5pp | 10.57%-3.6pp | 627.08%-620.2pp |
| Employer contribution / active EE | $14,157 | $11,814+19.8% | $18,335-22.8% | $18,824-24.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $5-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $8,713-100.0% | $1,923-100.0% |