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 9-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 COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $29,656 |
CLEARSTEAD ADVISORS, LLC5 years Filed as: CLEARSTEAD ADVISORS LLC Service code 27 1100 SUPERIOR AVENUE, 700 · CLEVELAND, OH 44114 | Advisory (Plan) | $25,724 |
Filed as: MOONEY, GREEN, SAINDON ET AL Service code 29 · EIN 52-1958229 | Legal | $16,780 |
CALIBRE CPA GROUP PLLC5 years Service code 10 · EIN 47-0900880 | Accounting | $15,250 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO Service code 19 · EIN 94-1347393 | Securities Custodian | $13,143 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $75,644-100.0% | $102,492-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | -2.73% | 7.25%-10.0pp | 5.17%-7.9pp | 8.23%-11.0pp |
| Employer contribution / active EE | $2,316 | $13,309-82.6% | $26,422-91.2% | $13,859-83.3% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |