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 |
|---|---|---|
DAWN BABUSKOW1 year Filed as: DAWN WELCH Service code 30 · EIN 52-6135348 | Employee (plan); Direct payment from ... | $182,899 |
Service code 28 · EIN 13-3257590 | Investment Management | $113,661 |
OLD GLORY ASSET MANAGEMENT10+ years Service code 28 · EIN 90-0065134 | Investment Management | $90,704 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 28 · EIN 58-1645832 | Investment Management | $85,000 |
GOLDMAN SACHS8 years Filed as: CORBIN CAPITAL PARTNERS, L.P. Service code 28 · EIN 30-0299433 | Investment Management | $79,981 |
HAMILTON LANE ADVISORS, LLC4 years Filed as: HAMILTON LANE ADVISORS LLC Service code 28 · EIN 23-2962336 | Investment Management | $78,600 |
DANA GELLER1 year Service code 30 · EIN 52-6135348 | Employee (plan); Direct payment from ... | $68,289 |
THE MCKEOGH COMPANY10+ years Service code 11 · EIN 23-3003375 | Actuarial | $62,000 |
INTERCONTINENTAL REAL ESTATE CORP10+ years Service code 28 · EIN 04-2895544 | Investment Management | $60,845 |
JAG CAPITAL MANAGEMENT10+ years Service code 28 · EIN 45-3306979 | Investment Management | $59,091 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 10.98% | 11.08%-0.1pp | 8.09%+2.9pp | 8.76%+2.2pp |
| Employer contribution / active EE | $26,494 | $13,876+90.9% | $28,732-7.8% | $16,627+59.3% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |