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 |
|---|---|---|
Filed as: HORIZON ACTUARIAL LLC Service code 11 · EIN 26-1370698 | Actuarial | $94,222 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 27 4520 MAIN, STE 800 · KANSAS CITY, MO 64111 | Advisory (Plan) | $92,192 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $79,594 |
HARDING LOEVNER LP9+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-3010247 | Investment Management | $71,675 |
FIDUCIARY MANAGEMENT, INC.9+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $70,223 |
DELAWARE INVESTMENTS1 year Service code 28 2005 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $60,590 |
ARISTOTLE CAPITAL MANAGEMENT7 years Filed as: ARISTOTLE Service code 28 125 SUMMER ST, STE 1220 · BOSTON, MA 02110 | Investment Management | $60,449 |
BLAKE & UHLIG, P.A.9+ years Filed as: BLAKE & UHLIG Service code 29 · EIN 48-0918231 | Legal | $40,061 |
Filed as: LONGFELLOW MANAGEMENT Service code 28 20 WINTHROP SQ · BOSTON, MA 02110 | Investment Management | $38,771 |
FINANCIAL COUNSELORS INC7 years Service code 28 · EIN 43-0890172 | Investment Management | $32,885 |
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.
Participant contribution per participant 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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 11.45% | 11.08%+0.4pp | 8.09%+3.4pp | 8.76%+2.7pp |
| Employer contribution / active EE | $0 | $13,876-100.0% | $28,732-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $7,576 | $7,5760% | $7+113679.4% | $888+753.3% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |