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 |
|---|---|---|
WELLINGTON TRUST COMPANY7+ years Filed as: WELLINGTON ASSET MGMT Service code 28 · EIN 04-2755549 | Investment Management | $834,980 |
FISHER INVESTMENTS7+ years Service code 28 · EIN 94-3029777 | Investment Management | $729,949 |
INTECH INVESTMENT MANAGEMENT LLC7+ years Filed as: JANUS INTECH Service code 28 · EIN 01-0614895 | Investment Management | $549,261 |
TIMES SQUARE CAPITAL MANAGEMENT7+ years Filed as: TIMES SQUARE Service code 28 · EIN 20-1665304 | Investment Management | $407,824 |
O'DONOGHUE & O'DONOGHUE7+ years Service code 29 · EIN 53-0120527 | Legal | $218,551 |
HGK7+ years Filed as: HGK ASSET MGMT Service code 28 · EIN 52-1296988 | Investment Management | $212,632 |
THE SEGAL COMPANY7+ years Filed as: SEGAL CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $209,225 |
Filed as: CHARTWELL INVESTMENT PARTNERS, LLC Service code 28 1205 WESTLAKES DRIVE, SUITE 100 · BERWYN, PA 19312 | Investment Management | $190,993 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $175,976 |
INVESCO3 years Filed as: INVESCO TRUST COMPANY Service code 28 · EIN 46-3793325 | Investment Management | $175,650 |
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 | $204,024-100.0% | $454,052-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 10.0%-10.0pp | 18.4%-18.4pp | 3.7%-3.7pp |
| Annual return | 16.74% | 12.07%+4.7pp | 8.95%+7.8pp | 15.63%+1.1pp |
| Employer contribution / active EE | $36,800 | $9,481+288.1% | $46,559-21.0% | $11,476+220.7% |
| Participant deferral / active EE | $0 | $26-100.0% | $131-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $19,831-100.0% | $429-100.0% |