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 |
|---|---|---|
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF LABOR Service code 19 · EIN 48-0150325 | Securities Custodian | $103,575 |
MORGAN STANLEY SMITH BARNEY10+ years Service code 27 4520 MAIN STE 800 · KANSAS CITY, MO 64111 | Advisory (Plan) | $100,226 |
FIDUCIARY MANAGEMENT, INC.10+ years Filed as: FIDUCIARY MANAGEMENT Service code 28 · EIN 39-1346018 | Investment Management | $94,802 |
HARDING LOEVNER LP10+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-3010247 | Investment Management | $74,229 |
ARISTOTLE CAPITAL MANAGEMENT8 years Filed as: ARISTOTLE Service code 28 125 SUMMER ST STE 1220 · BOSTON, MA 02110 | Investment Management | $57,418 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: LONGFELLOW MANAGEMENT Service code 28 20 WINTHROP SQ · BOSTON, MA 02110 | Investment Management | $57,339 |
FINANCIAL COUNSELORS INC8 years Service code 28 · EIN 43-0890172 | Investment Management | $47,929 |
Filed as: ARCHER INVESTMENT MANAGEMENT Service code 28 44411 AUTHENTIC DRIVE · AUSTIN, TX 78736 | Investment Management | $40,222 |
Filed as: HORIZON ACTUARIAL LLC Service code 11 · EIN 26-1370698 | Actuarial | $32,357 |
Filed as: ACCOUNTING SOLUTIONS Service code 10 · EIN 81-2274769 | Accounting | $20,500 |
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.
Employer 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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 7.23% | 9.24%-2.0pp | 9.65%-2.4pp | 10.71%-3.5pp |
| Employer contribution / active EE | $8,082 | $14,215-43.1% | $26,259-69.2% | $14,986-46.1% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |