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 8-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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC4 years Service code 11 · EIN 53-0181291 | Actuarial | $199,200 |
THE BANK OF NEW YORK MELLON7+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $196,675 |
Filed as: SMITH, GAMBRELL, & RUSSELL LLP Service code 29 1150 WEST PEACHTREE ST NE · ATLANTA, GA 30309 | Legal | $52,776 |
Filed as: MCCONNELL & JONES LLP Service code 10 · EIN 76-0488832 | Accounting | $38,162 |
Filed as: SCHRODER INVESTMENT MANAGEMENT NORT Service code 28 875 THIRD AVENUE · NEW YORK, NY 10022 | Investment Management | $23,334 |
ALLSPRING1 year Service code 28 1415 VANTAGE PARK DR · CHARLOTTE, NC 28203 | Investment Management | $20,992 |
BAIRD FUNDS3 years Filed as: ROBERT W. BAIRD & CO. INCORPORATED Service code 28 777 EAST WISCONSIN AVENUE · MILWAUKEE, WI 53202 | Investment Management | $18,592 |
MFS INVESTMENT MANAGEMENT3 years Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997618 | Investment Management | $15,127 |
LOOMIS SAYLES3 years Service code 28 101 SECOND STREET, SUITE 1600 · SAN FRANCISCO, CA 94105 | Investment Management | $13,021 |
Filed as: TCW Service code 28 865 SOUTH FIGUEROA ST · LOS ANGELES, CA 90017 | Investment Management | $12,902 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $164,233-100.0% | $319,010-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 0.0%0pp |
| Annual return | -15.99% | -13.41%-2.6pp | 10.22%-26.2pp | 2.77%-18.8pp |
| Employer contribution / active EE | $46,812 | $53,848-13.1% | $51,215-8.6% | $15,262+206.7% |
| Participant deferral / active EE | $2,966 | $1,790+65.7% | $129+2205.4% | $691+329.1% |
| Admin fee / account holder | $0 | $1,015-100.0% | $10,810-100.0% | $1,015-100.0% |