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 |
|---|---|---|
ASSOCIATED ADMINISTRATORS, LLC10+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $193,365 |
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MGMT Service code 28 · EIN 56-1557450 | Investment Management | $142,659 |
INV PERFORMANCE SERVICE10+ years Service code 27 · EIN 58-2432390 | Advisory (Plan) | $98,308 |
WASHINGTON CAPITAL MANAGEMENT, INC.10+ years Filed as: WASHINGTON CAPITAL MGMT Service code 28 · EIN 91-1042342 | Investment Management | $83,767 |
GCM GROSVENOR4 years Filed as: GROSVENOR CAPITAL MANAGEMENT Service code 28 · EIN 36-4336976 | Investment Management | $64,176 |
BOLTON PARTNERS, INC.10+ years Filed as: BOLTON PARTNERS Service code 11 · EIN 52-1231144 | Actuarial | $56,063 |
TIMES SQUARE CAPITAL MANAGEMENT10+ years Filed as: TIMES SQUARE Service code 51 · EIN 20-1665304 | Investment Mgmt Fees | $53,540 |
CALIBRE CPA GROUP PLLC6 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $49,724 |
JOHNSTON ASSET MANAGEMENT10+ years Service code 28 · EIN 13-3257590 | Investment Management | $40,293 |
MCCHESNEY & DALE10+ years Filed as: MCCHESNEY ET AL Service code 29 · EIN 52-1842141 | Legal | $26,223 |
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 | $325,553-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 7.16% | 5.34%+1.8pp | 9.14%-2.0pp | 9.30%-2.1pp |
| Employer contribution / active EE | $8,542 | $9,329-8.4% | $40,544-78.9% | $12,557-32.0% |
| Participant deferral / active EE | $0 | $267-100.0% | $42-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $17,411-100.0% | - |