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 |
|---|---|---|
LORD ABBETT7 years Filed as: LORD, ABBET & CO LLC Service code 27 · EIN 13-5620131 | Advisory (Plan) | $660,925 |
INTER CONTINENTAL REAL ESTATE CORP7 years Service code 27 | Advisory (Plan) | $199,542 |
Filed as: EAGLE CAPITAL MANAGEMENT LLC Service code 28 | Investment Management | $188,030 |
Filed as: WESTERN ASSET MANAGEMENT CO Service code 28 | Investment Management | $180,399 |
MORGAN STANLEY SMITH BARNEY7 years Service code 27 · EIN 13-2858466 | Advisory (Plan) | $166,875 |
MANNING & NAPIER7 years Service code 27 · EIN 16-0995736 | Advisory (Plan) | $145,994 |
THE SEGAL COMPANY1 year Filed as: SEGAL CONSULTANTS Service code 11 · EIN 13-1835864 333 W. 34TH STREET · NEW YORK, NY 10001 | Actuarial | $115,768 |
RBC GLOBAL ASSET MANAGEMENT7 years Service code 27 | Advisory (Plan) | $96,234 |
BROADCORE INVESTMENTS LP7 years Filed as: BROAD CORE INVESTMENTS Service code 27 | Advisory (Plan) | $75,458 |
COLLERAN, O'HARA & MILLS LLP8+ years Filed as: COLLERAN O'HARA MILLS Service code 29 · EIN 11-2940050 100 CROSSWAYS PARK DRIVE WEST · WOODBURY, NY 11797 | Legal | $67,372 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,456,633-100.0% | $164,721-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 1.5%-1.5pp |
| Annual return | -10.27% | -7.95%-2.3pp | -5.84%-4.4pp | 23.41%-33.7pp |
| Employer contribution / active EE | $23,725 | $13,972+69.8% | $31,839-25.5% | $12,650+87.6% |
| Participant deferral / active EE | $0 | $0 | $2-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $1,000-100.0% | $14,884-100.0% |