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 |
|---|---|---|
OLD GLORY ASSET MANAGEMENT3+ years Service code 28 · EIN 90-0065134 | Investment Management | $149,990 |
LSV ASSET MANAGEMENT3+ years Service code 28 · EIN 23-2772200 | Investment Management | $145,624 |
ASSOCIATED ADMINISTRATORS, LLC3+ years Filed as: ASSOCIATED ADMINISTRATORS LLC Service code 13 · EIN 65-1205077 | Contract Administrator | $87,270 |
INVESTMENT PERFORMANCE SERVICES3+ years Service code 28 · EIN 58-1645832 | Investment Management | $70,000 |
Service code 28 · EIN 04-2895544 | Investment Management | $59,394 |
NEWTOWER TRUST COMPANY3+ years Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 30-0872552 | Investment Management | $51,201 |
JAG CAPITAL MANAGEMENT3+ years Service code 28 · EIN 45-3306979 | Investment Management | $46,109 |
THE MCKEOGH COMPANY3+ years Service code 11 · EIN 23-3003375 | Actuarial | $45,000 |
NOVAK FRANCELLA LLC3+ years Service code 10 · EIN 61-1436956 | Accounting | $32,700 |
NORTHPOINTE CAPITAL2 years Service code 28 · EIN 23-3025935 | Investment Management | $26,010 |
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 | $1,723,788-100.0% | $128,366-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 1.9%-1.9pp |
| Annual return | 14.22% | 12.52%+1.7pp | 9.39%+4.8pp | 23.90%-9.7pp |
| Employer contribution / active EE | $18,538 | $13,977+32.6% | $33,466-44.6% | $16,539+12.1% |
| Participant deferral / active EE | $0 | $463-100.0% | $657-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $2,132-100.0% | $18,975-100.0% |