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 |
|---|---|---|
AMERICAN REALTY ADVISORS10+ years Filed as: AMERICAN BENEFIT CORPORATION Service code 11 · EIN 55-0672859 3150 U S ROUTE 60 · ONA, WV 25545 | Actuarial | $37,800 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: ZACK'S INVESTMENT MANAGEMENT Service code 28 · EIN 36-3799197 ONE SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $28,601 |
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1329739 790 CLEVELAND AVENUE, S · ST. PAUL, MN 55116 | Advisory (Plan) | $26,500 |
SEGALL BRYANT & HAMILL10+ years Filed as: SEGALL, BRYANT & HAMILL Service code 28 · EIN 41-1788385 10 SOUTH WACKER DRIVE · CHICAGO, IL 60606 | Investment Management | $23,344 |
HARRIS, HARDIN & COMPANY, A.C.10+ years Service code 10 · EIN 55-0756523 404 NINTH STREET · HUNTINGTON, WV 25701 | Accounting | $21,155 |
Filed as: CHEVY CHASE INVESTMENT Service code 28 · EIN 52-2288019 7501 WISCONSIN AVENUE · BETHESDA, MD 20814 | Investment Management | $14,717 |
NEWTOWER TRUST COMPANY1 year Filed as: NEW TOWER TRUST COMPANY Service code 28 · EIN 52-6218800 700 THIRTEENTH STREET, NW · WASHINGTON, DC 20005 | Investment Management | $14,630 |
Service code 11 · EIN 71-0631123 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $14,000 |
PEOPLES BANK10+ years Service code 19 · EIN 31-1278433 101 FIFTH AVENUE · HUNTINGTON, WV 25701 | Securities Custodian | $7,250 |
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 | $36,224-100.0% | $284,260-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 2.1%-2.1pp |
| Annual return | 10.75% | 9.11%+1.6pp | 37.43%-26.7pp | 9.14%+1.6pp |
| Employer contribution / active EE | $14,666 | $14,280+2.7% | $38,058-61.5% | $19,963-26.5% |
| Participant deferral / active EE | $0 | $758-100.0% | $121-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $266,169-100.0% | $200-100.0% |