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 |
|---|---|---|
THE SEGAL COMPANY6+ years Filed as: THE SEGAL COMPANY, WESTERN STATES Service code 11 · EIN 94-1503999 | Actuarial | $74,521 |
Service code 29 · EIN 95-2077781 | Legal | $49,774 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $46,548 |
RVK, INC.6+ years Service code 17 · EIN 93-0910652 | Pension Consulting | $32,782 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST CO. Service code 19 · EIN 36-1561860 | Securities Custodian | $13,102 |
FRANKLIN TEMPLETON6+ years Filed as: TEMPLETON INVESTMENT COUNSEL, LLC Service code 28 · EIN 94-3385113 | Investment Management | $12,399 |
TRANSOMATIC CORPORATION5 years Service code 15 · EIN 54-2103755 | Recordkeeping | $9,201 |
ISSI5 years Service code 15 · EIN 23-2182079 | Recordkeeping | $7,180 |
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.
Employer 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 | $409,661-100.0% | $146,045-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 1.7%-1.7pp | 12.5%-12.5pp | 1.7%-1.7pp |
| Annual return | 9.08% | 627.08%-618.0pp | 9.55%-0.5pp | 627.08%-618.0pp |
| Employer contribution / active EE | $265 | $18,824-98.6% | $39,797-99.3% | $18,824-98.6% |
| Participant deferral / active EE | $0 | $418-100.0% | $130-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $0 | $1,923-100.0% |