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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY4+ years Filed as: GRAYSTONE CONSULTING Service code 27 · EIN 26-4310844 | Advisory (Plan) | $213,606 |
THE SEGAL COMPANY4+ years Service code 11 · EIN 13-1975125 | Actuarial | $92,048 |
PRIVATE ADVISORS LLC2 years Filed as: PRIVATE ADVISORS Service code 28 · EIN 54-1886751 | Investment Management | $86,519 |
AEW CAPITAL MANAGEMENT3 years Filed as: AEW Service code 28 · EIN 26-0557406 | Investment Management | $73,093 |
WESTERN ASSET MANAGEMENT COMPANY4+ years Filed as: WESTERN ASSET MANAGEMENT Service code 28 · EIN 95-2705767 | Investment Management | $64,404 |
Service code 28 · EIN 52-6218800 | Investment Management | $60,620 |
FIRST STATE TRUST COMPANY4+ years Service code 28 · EIN 13-3124172 | Investment Management | $59,879 |
HARDING LOEVNER LP4+ years Filed as: HARDING LOEVNER INTERNATIONAL Service code 28 · EIN 27-0684167 | Investment Management | $31,716 |
SAGE ADVISORY SERVICES4+ years Filed as: SAGE ADVISORS Service code 28 · EIN 74-2798841 | Investment Management | $25,156 |
CLIFTONLARSONALLEN LLP4+ years Filed as: CLIFTONLARSONALLEN Service code 10 · EIN 41-0746749 | Accounting | $21,975 |
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 | $18,026,966-100.0% | $145,218-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 1.8%-1.8pp |
| Annual return | -3.49% | -1.84%-1.7pp | -0.67%-2.8pp | 0.19%-3.7pp |
| Employer contribution / active EE | $10,183 | $15,717-35.2% | $31,731-67.9% | $13,763-26.0% |
| Participant deferral / active EE | $0 | $700-100.0% | $473-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $426-100.0% | $28,383-100.0% | $426-100.0% |