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 |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS11+ years Service code 12 · EIN 46-4942970 | Contract Administrator; Claims proces... | $76,890 |
HORIZON ACTUARIAL SERVICES, LLC11+ years Service code 11 · EIN 26-1370698 | Actuarial | $68,232 |
MILLER KAPLAN ARASE LLP11+ years Service code 10 · EIN 95-2036255 | Accounting | $31,700 |
RBC WEALTH MANAGEMENT4 years Service code 28 | Investment Management | $29,635 |
Filed as: WOHLNER KAPLON CUTLER HALFORD ROSEN Service code 29 · EIN 95-4177931 | Legal | $13,465 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST Service code 21 · EIN 36-2723087 | Bank Trustee | $11,364 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $201,159-100.0% | $181,048-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 36.5%-36.5pp | 22.4%-22.4pp | 39.2%-39.2pp |
| Annual return | 3.27% | 9.29%-6.0pp | 9.65%-6.4pp | 13.91%-10.6pp |
| Employer contribution / active EE | $6,590 | $32,463-79.7% | $26,259-74.9% | $35,282-81.3% |
| Participant deferral / active EE | $0 | $162-100.0% | $145-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $856-100.0% | $749-100.0% | $41,846-100.0% |