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 |
|---|---|---|
AON CONSULTING8 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232269 | Actuarial | $759,331 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1681731 | Bank Trustee | $216,860 |
COLUMBIA9 years Filed as: COLUMBIA MANAGEMENT INVESTMENT SVCS Service code 28 PO BOX 8081 · BOSTON, MA 022668081 | Investment Management | $119,858 |
LOOMIS SAYLES10+ years Filed as: LOOMIS, SAYLES & COMPANY, L.P. Service code 28 · EIN 04-3200030 | Investment Management | $15,190 |
MFS INVESTMENT MANAGEMENT10+ years Filed as: MFS INVESTMENT INC Service code 28 · EIN 95-4687340 | Investment Management | $15,077 |
FULLER & THALER ASSET MANAGEMENT10+ years Service code 28 · EIN 94-3176968 | Investment Management | $12,684 |
PEREGRINE CAPITAL MANAGEMENT7 years Filed as: PEREGRINE INVESTMENT ADVISORS, LLC Service code 28 101 WEBSTER CIRCLE, SUITE 201 · MADISON, MS 39110 | Investment Management | $12,639 |
ALLSPRING3 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 525 MARKET STREET · SAN FRANCISCO, CA 94105 | Investment Management | $10,724 |
BLACKROCK4 years Filed as: BLACKROCK INVESTMENTS, LLC Service code 28 1 UNIVERSITY SQUARE DRIVE · PRINCETON, NJ 08540 | Investment Management | $9,859 |
Filed as: PRINCIPAL Service code 28 · EIN 42-1466678 | Investment Management | $6,814 |
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 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 4.92% | 3.90%+1.0pp | 8.57%-3.6pp | 8.76%-3.8pp |
| Employer contribution / active EE | $5,818 | $12,005-51.5% | $33,010-82.4% | $16,627-65.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |