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 BARNEY3+ years Filed as: MORGAN STANLEY Service code 27 · EIN 36-3145972 | Advisory (Plan) | $673,215 |
AFL-CIO HOUSING INVESTMENT TRUST3+ years Filed as: AFL-CIO BIT Service code 28 · EIN 52-6328901 | Investment Management | $643,317 |
GAMCO ASSET MANAGEMENT1 year Filed as: GAMCO-GABELLI ASSET MANAGEMENT CO Service code 28 ONE CORPORTATE CENTER · RYE, NY 10580 | Investment Management | $579,885 |
IBEW NECA3+ years Service code 13 · EIN 36-3761128 | Contract Administrator | $564,009 |
ASB CAPITAL MANAGEMENT3+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $477,428 |
ULLICO3+ years Filed as: ULLICO INVESTMENT ADVISORS, INC Service code 28 · EIN 52-6435649 | Investment Management | $347,295 |
AMERICAN FUNDS1 year Filed as: CRESCENT CAPITAL INCOME FUND B, LP Service code 28 · EIN 45-5287411 | Investment Management | $273,424 |
LSV ASSET MANAGEMENT3+ years Service code 28 155 N. UPPER WACKER DR. · CHICAGO, IL 60606 | Investment Management | $264,781 |
COPPER ROCK INTERNATIONAL SMALL CAP3+ years Service code 28 · EIN 27-4085435 | Investment Management | $197,290 |
Service code 28 · EIN 20-0292745 | Investment Management | $189,967 |
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.
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 | $245,396-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.0%-43.0pp | 0.0%0pp |
| Annual return | 9.54% | 73.13%-63.6pp | -752.26%+761.8pp | 73.13%-63.6pp |
| Employer contribution / active EE | $9,488 | $8,421+12.7% | $31,802-70.2% | $8,421+12.7% |
| Participant deferral / active EE | $0 | $293-100.0% | $47-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | - |