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.4 years Service code 13 · EIN 38-2383171 | Contract Administrator | $510,133 |
ASB CAPITAL MANAGEMENT1 year Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVE STE 1300W · BETHESDA, MD 20814 | Investment Management | $247,549 |
ULLICO1 year Filed as: ULLICO INC Service code 28 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $193,053 |
Filed as: AXIOM INVESTORS Service code 28 33 BENEDICT PL · GREENWICH, CT 06830 | Investment Management | $174,129 |
NATIONAL INVESTMENT SERVICES7 years Service code 28 777 E WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $147,405 |
GOLDMAN SACHS7 years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 WEST LONG LAKE ROAD · BLOOMFIELD HILLS, MI 48304 | Investment Management | $144,542 |
NORTHERN TRUST COMPANY8+ years Filed as: NORTHERN TRUST Service code 13 · EIN 38-2383171 | Contract Administrator | $141,727 |
NEPC, LLC8+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $140,000 |
BERNZOTT CAPITAL ADVISORS4 years Service code 28 2802 FLINTROCK TRACE · LAKEWAY, TX 78738 | Investment Management | $128,850 |
MILLIMAN, INC.8+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $113,120 |
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 | $13,363-100.0% | $163,428-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 2.2%-2.2pp | 16.1%-16.1pp | 2.2%-2.2pp |
| Annual return | 0.80% | 9.11%-8.3pp | 9.36%-8.6pp | 9.11%-8.3pp |
| Employer contribution / active EE | $22,216 | $12,231+81.6% | $31,270-29.0% | $12,231+81.6% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $263-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $9,460-100.0% | $125-100.0% |