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 |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY Service code 28 · EIN 36-3145972 | Investment Management | $250,290 |
SMW LOCAL 46 HEALTH FUND5 years Filed as: SMW LOCAL 46 HEALTH Service code 49 · EIN 16-0760551 | Other Services | $129,303 |
Filed as: KARPUS INVESTMENT MANAGEMENTS Service code 28 · EIN 16-1290558 | Investment Management | $102,098 |
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $70,844 |
SLEVIN & HART, P.C.6 years Filed as: SLEVIN AND HART, P.C. Service code 29 1625 MASSACHUSETTS AVE NW · WASHINGTON, DC 20036 | Legal | $70,692 |
LAZARD ASSET MANAGEMENT10+ years Filed as: LAZARD FRERES ASSET MANAGEMENT Service code 28 · EIN 13-5545100 | Investment Management | $68,255 |
BOLTON PARTNERS, INC.6 years Filed as: BOLTON PARTNERS NORTHEAST, INC. Service code 11 · EIN 27-3666661 | Actuarial | $66,000 |
DOLAN MCENIRY CAPITAL MANAGEMENT10+ years Service code 28 120 NORTH LASALLE, SUITE 1510 · CHICAGO, IL 60602 | Investment Management | $48,376 |
BONADIO & CO., LLP10+ years Service code 10 · EIN 16-1131146 | Accounting | $46,100 |
Filed as: CONFLUENCE Service code 28 20 ALLEN STREET SUITE 300 · ST. LOUIS, MO 63119 | Investment Management | $44,074 |
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 | $0 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 7.68% | 9.24%-1.6pp | 9.65%-2.0pp | 10.71%-3.0pp |
| Employer contribution / active EE | $15,598 | $14,215+9.7% | $26,259-40.6% | $14,986+4.1% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |