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 |
|---|---|---|
Service code 15 · EIN 53-0215427 | Recordkeeping | $1,254,274 |
SYSTEMATIC FINANCIAL MANAGEMENT1+ years Service code 28 · EIN 22-3367558 | Investment Management | $142,416 |
ALAN BILLER & ASSOCIATES1+ years Filed as: ALAN D. BILLER & ASSOCIATES, INC. Service code 28 · EIN 94-2854958 | Investment Management | $139,837 |
PEREGRINE CAPITAL MANAGEMENT1+ years Filed as: PEREGRINE CAPITAL MANAGEMENT, INC. Service code 28 800 LASALLE AVENUE, STE 1850 · MINNEAPOLIS, MN 55402 | Investment Management | $111,380 |
INVESCO1+ years Filed as: INVESCO TRUST COMPANY Service code 28 P.O. BOX 79269 · ATLANTA, GA 303577269 | Investment Management | $104,105 |
THE SEGAL COMPANY1+ years Service code 11 · EIN 13-1835864 | Actuarial | $100,529 |
Filed as: JOHN D. WARD Service code 29 2201 N ST., N.W. SUITE 117 · WASHINGTON, DC 20037 | Legal | $86,363 |
JOANNE LANGONE1+ years Filed as: JOANNE AMES Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $79,259 |
DALE CLARK1+ years Filed as: DALE HARRISON Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $76,459 |
TRACEY SCOTT1+ years Service code 30 · EIN 52-6128127 | Employee (plan); Recordkeeping fees | $74,698 |
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 | $82,591-100.0% | $108,235-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.2%-32.2pp | 0.8%-0.8pp |
| Annual return | -1.13% | -0.74%-0.4pp | -1.08%-0.1pp | -0.60%-0.5pp |
| Employer contribution / active EE | $17,143 | $12,555+36.5% | $35,779-52.1% | $12,272+39.7% |
| Participant deferral / active EE | $0 | $508-100.0% | $238-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $13,449-100.0% | $717-100.0% |