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 |
|---|---|---|
WELLINGTON TRUST COMPANY5 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 28 · EIN 04-2755549 | Investment Management | $1,055,992 |
Service code 28 · EIN 95-4861680 | Investment Management | $652,295 |
MERCER2 years Filed as: MERCER PAVILION Service code 27 · EIN 13-2834414 | Advisory (Plan) | $414,332 |
KILTEARN PARTNERS LLP4 years Filed as: KILTEARN PARTNERS, LLP Service code 28 · EIN 27-4585908 | Investment Management | $380,375 |
WILSON-MCSHANE CORPORATION6+ years Service code 13 · EIN 41-0956552 | Contract Administrator | $323,760 |
BLACKSTONE3 years Filed as: GSO CAPITAL PARTNERS Service code 28 345 PARK AVENUE · NEW YORK, NY 10154 | Investment Management | $143,236 |
THE SEGAL COMPANY6+ years Service code 11 · EIN 13-1975125 | Actuarial | $102,880 |
WELLS FARGO BANK, N.A.6+ years Service code 24 · EIN 94-1347393 | Discretionary Trustee | $96,626 |
CLIFTONLARSONALLEN LLP6+ years Service code 10 · EIN 41-0746749 | Accounting | $51,544 |
Service code 28 · EIN 20-0292745 | Investment Management | $50,136 |
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 12.91% | 13.80%-0.9pp | 90.60%-77.7pp | 13.80%-0.9pp |
| Employer contribution / active EE | $7,199 | $10,386-30.7% | $32,727-78.0% | $10,386-30.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $448-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |