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 |
|---|---|---|
Service code 49 · EIN 11-2159859 | Other Services | $291,144 |
GREAT LAKES ADVISORS, LLC2 years Filed as: GREAT LAKES ADVISORS Service code 28 · EIN 80-0292839 | Investment Management | $256,414 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT LLC Service code 28 · EIN 34-1922005 | Investment Management | $138,943 |
Filed as: PENN MUTUAL Service code 28 · EIN 23-0952300 | Investment Management | $137,832 |
PIMCO FUNDS2 years Filed as: PIMCO Service code 28 · EIN 06-1050034 | Investment Management | $117,544 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELLON Service code 19 · EIN 13-5160382 | Securities Custodian | $112,459 |
SAGE FINANCIAL GROUP INC2 years Filed as: SAGE FINANCIAL GROUP, LLC Service code 28 · EIN 20-2704598 | Investment Management | $85,328 |
MORGAN STANLEY SMITH BARNEY8 years Filed as: MORGAN LEWIS BOCKIUS Service code 29 · EIN 23-0891050 | Legal | $81,618 |
NOVAK FRANCELLA LLC8 years Service code 10 · EIN 61-1436956 | Accounting | $78,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 28 · EIN 20-8764829 | Investment Management | $71,576 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $124,814-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.2%-22.2pp | 0.0%0pp |
| Annual return | 7.76% | 8.51%-0.8pp | 10.54%-2.8pp | 8.76%-1.0pp |
| Employer contribution / active EE | $6,349 | $16,216-60.8% | $26,782-76.3% | $16,627-61.8% |
| Participant deferral / active EE | $0 | $1,181-100.0% | $122-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $129-100.0% | - |