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.1 year Service code 13 · EIN 38-2383171 | Contract Administrator | $467,993 |
FIERA CAPITAL1 year Service code 28 · EIN 90-0947943 | Investment Management | $270,774 |
NATIONAL INVESTMENT SERVICES4 years Service code 28 777 E WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $242,020 |
Filed as: AXIOM INVESTORS Service code 28 33 BENEDICT PL · GREENWICH, CT 06830 | Investment Management | $228,064 |
Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $207,291 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 PO BOX 371509 · PITTSBURGH, PA 15251 | Investment Management | $165,664 |
GOLDMAN SACHS4 years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 WEST LONG LAKE ROAD · BLOOMFIELD HILLS, MI 48304 | Investment Management | $129,261 |
NEPC, LLC5+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $110,000 |
LOOMIS SAYLES1 year Filed as: LOOMIS SAYLES & CO Service code 28 39533 WOODWARD AVE 300 · BLOOMFIELD HILLS, MI 48304 | Investment Management | $104,007 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $98,270 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $247,190-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.2%-15.2pp | 0.0%0pp |
| Annual return | -0.64% | 12.86%-13.5pp | 7.87%-8.5pp | 12.86%-13.5pp |
| Employer contribution / active EE | $20,209 | $13,687+47.7% | $31,768-36.4% | $13,687+47.7% |
| Participant deferral / active EE | $0 | $833-100.0% | $241-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $240,514-100.0% | - |