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 |
|---|---|---|
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 19 · EIN 34-1542819 | Securities Custodian | $259,089 |
ALTA CAPITAL MANAGEMENT5+ years Service code 28 · EIN 77-0650218 | Investment Management | $196,909 |
DANA INVESTMENT ADVISORS3 years Service code 28 · EIN 39-1512278 | Investment Management | $190,861 |
DELAWARE INVESTMENTS5+ years Filed as: DELAWARE CAPITAL MANAGEMENT Service code 28 · EIN 23-3061021 | Investment Management | $162,794 |
SYSTEMATIC FINANCIAL MANAGEMENT5+ years Filed as: SYSTEMATIC FINANCIAL MANAGEMENT, LP Service code 28 · EIN 22-3367558 | Investment Management | $148,291 |
DELAWARE INVESTMENTS5+ years Filed as: DELAWARE INTERNATIONAL Service code 28 · EIN 23-2859590 | Investment Management | $122,394 |
LAZARD ASSET MANAGEMENT5+ years Service code 28 · EIN 05-0530199 | Investment Management | $106,669 |
BENESYS, INC.5+ years Filed as: BENESYS ADMINISTRATORS Service code 13 · EIN 38-2383171 | Contract Administrator | $95,016 |
MILLIMAN, INC.5+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $77,683 |
Service code 29 · EIN 91-1917286 | Legal | $51,924 |
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 | $341,093,897-100.0% | $362,723-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 38.2%-38.2pp | 0.0%0pp |
| Annual return | 20.82% | 12.20%+8.6pp | 10.56%+10.3pp | 21.83%-1.0pp |
| Employer contribution / active EE | $5,487 | $12,801-57.1% | $30,197-81.8% | $12,237-55.2% |
| Participant deferral / active EE | $0 | $0 | $33-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $2,168-100.0% | $1,551,325-100.0% |