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 |
|---|---|---|
FRANKLIN TEMPLETON4+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $73,373 |
THE SEGAL COMPANY4+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $69,090 |
Service code 29 · EIN 95-2077781 | Legal | $48,365 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 | Accounting | $47,691 |
RVK, INC.4+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $30,900 |
NORTHERN TRUST COMPANY4+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $12,615 |
TRANSOMATIC CORPORATION3 years Service code 15 · EIN 54-2103755 | Recordkeeping | $6,535 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $298,592-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 44.5%-44.5pp | 4.7%-4.7pp |
| Annual return | -3.37% | -0.69%-2.7pp | -0.25%-3.1pp | -0.69%-2.7pp |
| Employer contribution / active EE | $0 | $16,786-100.0% | $39,776-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $525-100.0% | $0-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $18,607-100.0% | $124-100.0% |