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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISOR LLC Service code 16 · EIN 34-1542819 | Consulting | $563,371 |
AB FUNDS2+ years Filed as: ALLIANCE BERNSTEIN Service code 51 · EIN 13-4064930 | Investment Mgmt Fees | $364,520 |
EDGAR LOMAX COMPANY2+ years Service code 51 · EIN 47-0657260 | Investment Mgmt Fees | $320,976 |
FIDUCIARY INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY TRUST COMPANY INT Service code 51 · EIN 13-6122956 | Investment Mgmt Fees | $303,334 |
DELTA CAPITAL MANAGEMENT LLC2+ years Service code 51 · EIN 35-2250472 | Investment Mgmt Fees | $279,181 |
WESTFIELD CAPITAL MANAGEMENT2+ years Service code 28 · EIN 80-0175963 | Investment Management | $250,742 |
Service code 13 · EIN 54-1218271 | Contract Administrator | $184,757 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 13-1835864 | Actuarial | $70,207 |
VANDEVENTER BLACK, LLP2+ years Filed as: VANDEVENTER BLACK LLP Service code 29 · EIN 54-0619797 | Legal | $69,089 |
Filed as: RENAISSANCE INVESTMENT MANAGEMENT Service code 28 · EIN 31-1448100 | Investment Management | $64,559 |
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.
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 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 10.56% | 13.46%-2.9pp | 9.39%+1.2pp | 17.84%-7.3pp |
| Employer contribution / active EE | $16,158 | $16,846-4.1% | $33,466-51.7% | $14,688+10.0% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |