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 |
|---|---|---|
THE SEGAL COMPANY7 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $146,473 |
AMERICAN REALTY ADVISORS9+ years Service code 28 · EIN 33-0123114 | Investment Management | $84,374 |
WILLIS TOWERS WATSON US LLC6 years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 800 N GLEBE RD · ARLINGTON, VA 22203 | Actuarial | $68,598 |
CERIDIAN9+ years Service code 49 3311 EAST OLD SHAKOPEE ROAD · BLOOMINGTON, MN 55425 | Other Services | $38,070 |
CALIBRE CPA GROUP PLLC9+ years Service code 10 · EIN 47-0900880 | Accounting | $22,200 |
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.
Participant 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 | $9,556,684-100.0% | $163,428-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.1%-16.1pp | 2.4%-2.4pp |
| Annual return | 9.24% | 14.43%-5.2pp | 9.36%-0.1pp | 22.81%-13.6pp |
| Employer contribution / active EE | $20,170 | $16,909+19.3% | $31,270-35.5% | $18,290+10.3% |
| Participant deferral / active EE | $3,547 | $2,194+61.6% | $263+1246.1% | $603+488.2% |
| Admin fee / account holder | $0 | $85,222-100.0% | $9,460-100.0% | $85,222-100.0% |