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 9-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 |
|---|---|---|
REID & RIEGE, P.C.4 years Service code 29 · EIN 06-0867204 | Legal | $61,816 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1928058 | Actuarial | $61,816 |
FUND EMPLOYEE5+ years Service code 30 · EIN 51-6090208 | Direct payment from the plan; Employe... | $61,586 |
MEKETA INVESTMENT GROUP1 year Service code 28 80 UNIVERSITY AVE. · WESTWOOD, MA 02090 | Investment Management | $49,101 |
NOVAK FRANCELLA LLC3 years Service code 10 · EIN 61-1436956 | Accounting | $21,081 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1647393 | Securities Custodian | $11,635 |
FIDUCIARY INVESTMENT ADVISORS5+ years Service code 27 · EIN 20-4751585 | Advisory (Plan) | $10,195 |
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 | $409,661-100.0% | $165,322-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 1.7%-1.7pp |
| Annual return | 10.24% | 6.95%+3.3pp | 8.01%+2.2pp | 627.08%-616.8pp |
| Employer contribution / active EE | $15,105 | $11,635+29.8% | $29,475-48.8% | $18,824-19.8% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $637-100.0% | $1,923-100.0% |