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 |
|---|---|---|
BENESYS, INC.3+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $425,533 |
NORTHERN TRUST COMPANY3+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $297,191 |
THE BANK OF NEW YORK MELLON2 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 | Investment Management | $196,996 |
NATIONAL INVESTMENT SERVICES2 years Service code 28 | Investment Management | $184,455 |
GOLDMAN SACHS2 years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 | Investment Management | $133,681 |
PACIFIC DIVERSIFIED STRATEGIES, LLC2 years Service code 28 · EIN 20-1194001 19540 JAMBOREE ROAD SUITE 400 · IRVINE, CA 92612 | Investment Management | $125,733 |
NEPC, LLC3+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $110,000 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $99,302 |
LOCAL 5133+ years Service code 50 · EIN 43-0338091 | Direct Payment | $93,049 |
MILLIMAN, INC.3+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $89,039 |
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 | $21,578,776-100.0% | $145,218-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 0.0%0pp |
| Annual return | 7.72% | -1.27%+9.0pp | -0.67%+8.4pp | 33.37%-25.6pp |
| Employer contribution / active EE | $18,941 | $12,021+57.6% | $31,731-40.3% | $11,253+68.3% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $473-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $28,383-100.0% | $99,113-100.0% |