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 |
|---|---|---|
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 33-0629048 | Investment Management | $704,401 |
Filed as: PRUDENTIAL RETIREMENT INS AND AN CO Service code 14 · EIN 06-1050034 | Plan Administrator | $692,294 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT MGMT Service code 28 · EIN 36-3145972 | Investment Management | $576,947 |
Filed as: WALTER SCOTT & PARTNERS, LTD Service code 28 · EIN 54-0357120 | Investment Management | $500,358 |
HEXAVEST INC.2 years Filed as: HEXAVEST Service code 28 · EIN 87-8721125 | Investment Management | $227,678 |
NORTHERN TRUST COMPANY2 years Service code 25 · EIN 36-1561860 | Directed Trustee | $196,498 |
Service code 27 · EIN 36-4464580 | Advisory (Plan) | $114,418 |
MERCER2 years Filed as: MERCER HR OUTSOURCING Service code 16 · EIN 20-1932099 | Consulting | $76,613 |
Service code 15 · EIN 26-0775680 | Recordkeeping | $60,779 |
SEYFARTH SHAW LLP1 year Filed as: SEYFARTH SHAW Service code 29 · EIN 36-2152202 | Legal | $10,057 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $568,132-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 0.0%0pp |
| Annual return | 33.89% | 14.29%+19.6pp | 14.64%+19.3pp | 21.83%+12.1pp |
| Employer contribution / active EE | $3,289 | $12,083-72.8% | $41,831-92.1% | $12,237-73.1% |
| Participant deferral / active EE | $0 | $70-100.0% | $200-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,942-100.0% | $1,551,325-100.0% |