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 |
|---|---|---|
ALTA CAPITAL MANAGEMENT11+ years Service code 28 · EIN 77-0650218 | Investment Management | $309,779 |
Filed as: MONDRIAN INTERNATIONAL Service code 28 201 KING OF PRUSSIA RD STE 620 · RADNOR, PA 19087 | Investment Management | $298,977 |
DANA INVESTMENT ADVISORS9 years Service code 28 · EIN 39-1512278 | Investment Management | $254,386 |
SYSTEMATIC FINANCIAL MANAGEMENT11+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $242,656 |
WELLS FARGO BANK, N.A.11+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $214,610 |
BENESYS, INC.11+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $115,594 |
LAZARD ASSET MANAGEMENT11+ years Service code 28 · EIN 05-0530199 | Investment Management | $111,921 |
DELAWARE INVESTMENTS11+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $94,765 |
MILLIMAN, INC.11+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $71,302 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $54,718 |
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.
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 13.87% | 10.50%+3.4pp | 9.65%+4.2pp | 9.22%+4.6pp |
| Employer contribution / active EE | $5,520 | $14,720-62.5% | $26,259-79.0% | $13,567-59.3% |
| Participant deferral / active EE | $0 | $133-100.0% | $145-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |