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.5 years Service code 13 · EIN 38-2383171 | Contract Administrator | $527,056 |
CRANE, SIMON, CLAR & DAN2 years Filed as: THE CRANE AGENCY Service code 23 400 CHESTERFIELD CTR STE 100 · CHESTERFIELD, MO 63017 | Insurance services | $404,079 |
GOLDMAN SACHS8 years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 WEST LONG LAKE ROAD · BLOOMFIELD HILLS, MI 48304 | Investment Management | $239,445 |
ASB CAPITAL MANAGEMENT2 years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 7501 WISCONSIN AVE STE 1300W · BETHESDA, MD 20814 | Investment Management | $211,411 |
ULLICO2 years Filed as: ULLICO INC Service code 28 8403 COLESVILLE RD · SILVER SPRING, MD 20910 | Investment Management | $169,335 |
NEPC, LLC9+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $150,000 |
MILLIMAN, INC.9+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $136,446 |
LOCAL 5139+ years Service code 50 · EIN 43-0338091 | Direct Payment | $133,800 |
NATIONAL INVESTMENT SERVICES8 years Service code 28 777 E WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $130,810 |
Filed as: AXIOM INVESTORS Service code 28 33 BENEDICT PL · GREENWICH, CT 06830 | Investment Management | $111,612 |
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 | $342,274-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 14.4%-14.4pp | 0.0%0pp |
| Annual return | 7.23% | 9.30%-2.1pp | 8.34%-1.1pp | 9.30%-2.1pp |
| Employer contribution / active EE | $22,970 | $12,557+82.9% | $30,799-25.4% | $12,557+82.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $252-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $47,069-100.0% | - |