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 |
|---|---|---|
AON CONSULTING3 years Filed as: AON HEWITT Service code 15 · EIN 22-2232264 | Recordkeeping | $154,064 |
Service code 11 · EIN 53-0181291 | Actuarial | $113,491 |
Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 17 · EIN 52-1868818 | Pension Consulting | $94,222 |
SLC MANAGEMENT1 year Filed as: SUN LIFE CAPITAL MANAGEMENT US LLC Service code 28 · EIN 68-0635051 | Investment Management | $94,053 |
RYAN LABS ASSET MANAGEMENT3 years Filed as: RYAN LABS ASSET MANAGEMENT INC. Service code 28 · EIN 47-3503928 | Investment Management | $87,879 |
COMERICA BANK3 years Filed as: COMERICA INCORPORATED Service code 19 · EIN 42-1741646 | Securities Custodian | $74,267 |
HELEN CLEVELAND PC5+ years Service code 29 · EIN 11-3672269 | Legal | $46,800 |
PLANTE & MORAN, PLLC5+ years Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $32,750 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 17 · EIN 74-2794194 | Pension Consulting | $16,875 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 | Recordkeeping | $8,000 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,370,408-100.0% | $133,543,011-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.0%-8.0pp | 1.2%-1.2pp |
| Annual return | 11.10% | 221.56%-210.5pp | 29.77%-18.7pp | 53.27%-42.2pp |
| Employer contribution / active EE | $22,585 | $12,096+86.7% | $33,607-32.8% | $14,774+52.9% |
| Participant deferral / active EE | $0 | $286-100.0% | $96-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $835,310-100.0% | $13,289-100.0% |