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 4-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 CONSULTING2 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $378,040 |
COLUMBIA4+ years Filed as: COLUMBIA MANAGEMENT Service code 28 P.O. BOX 219104 · KANSAS CITY, MO 641219104 | Investment Management | $179,827 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BANK OF AMERICA Service code 21 100 NORTH TRYON STREET · CHARLOTTE, NC 28255 | Bank Trustee | $153,485 |
MFS INVESTMENT MANAGEMENT4+ years Filed as: MFS RESEARCH INTERNATIONAL Service code 28 111 HUNTINGTON AVENUE · BOSTON, MA 021997632 | Investment Management | $13,453 |
EARNEST PARTNERS, LLC4+ years Filed as: EARNEST PARTNERS Service code 28 1180 PEACHTREE ST. · ATLANTA, GA 30309 | Investment Management | $6,399 |
AB FUNDS1 year Filed as: MFS LARGE CAP VALUE Service code 28 PO BOX 219341 · KANSAS CITY, MO 641219341 | Investment Management | $6,318 |
ARISTOTLE CAPITAL MANAGEMENT4+ years Filed as: ARISTOTLE Service code 28 11100 SANTA MONICA BLVD. · LOS ANGELES, CA 90025 | Investment Management | $6,092 |
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.
Employer 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 3.90% | 10.71%-6.8pp | 8.80%-4.9pp | 10.71%-6.8pp |
| Employer contribution / active EE | $919 | $14,986-93.9% | $29,429-96.9% | $14,986-93.9% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $58-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |