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 |
|---|---|---|
RIDGE RETIREMENT CONSULTANTS LLC6+ years Filed as: RIDGE CAPITAL MANAGEMENT Service code 28 · EIN 27-5459286 | Investment Management | $2,647,141 |
RGM CAPITAL, LLC4 years Filed as: RGM CAPITAL - RGM WILLOW PARK Service code 28 · EIN 06-1685711 | Investment Management | $337,094 |
KILLIAN ASSET MANAGEMENT CORP3 years Service code 28 · EIN 80-0618452 | Investment Management | $158,212 |
HORIZON ACTUARIAL SERVICES, LLC6+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $120,350 |
CJBS, LLC5 years Service code 10 · EIN 36-3524803 | Accounting | $89,820 |
CHARLES PASTORE6+ years Service code 30 · EIN 51-6040136 | Employee (plan) | $84,714 |
Service code 10 · EIN 30-0510353 | Accounting | $75,000 |
THOMAS BEAL6+ years Filed as: THOMAS BOEHM Service code 30 · EIN 51-6040136 | Employee (plan) | $70,200 |
DANIEL AND HENRY CO2 years Filed as: THE DANIEL & HENRY COMPANY Service code 50 · EIN 43-0634945 | Direct Payment | $69,768 |
MARK NARDELLA6+ years Filed as: MARK MIZERA Service code 30 · EIN 51-6040136 | Employee (plan) | $62,743 |
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 | $1,472,696-100.0% | $369,410-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.7%-0.7pp |
| Annual return | 26.29% | 10.90%+15.4pp | 8.28%+18.0pp | 13.24%+13.1pp |
| Employer contribution / active EE | $9,723 | $14,619-33.5% | $40,747-76.1% | $14,616-33.5% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,495-100.0% | $4,137-100.0% |