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 |
|---|---|---|
Filed as: NATIONAL EMPLOYEE BENEFITS ADMIN Service code 14 · EIN 65-0498809 | Plan Administrator | $222,600 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 13-1975125 | Actuarial | $209,533 |
REINHART BOERNER VAN DEUREN S.C.5+ years Filed as: REINHART ATTORNEYS AT LAW Service code 29 · EIN 39-1126909 | Legal | $163,538 |
NATIONAL INVESTMENT SERVICES5+ years Filed as: NATIONAL INVESTMENT SERVICES, INC Service code 28 · EIN 84-3937993 | Investment Management | $70,061 |
EARNEST PARTNERS, LLC5+ years Service code 28 · EIN 58-2386669 | Investment Management | $67,087 |
PNC BANK, N.A.5+ years Filed as: PNC BANK Service code 19 · EIN 22-1146430 | Securities Custodian | $58,835 |
ANAYANSI CLAXTON3 years Service code 30 · EIN 61-6054018 | Employee (plan) | $56,359 |
AMY BREWER5+ years Service code 30 · EIN 61-6054018 | Employee (plan) | $50,202 |
BASYS5+ years Filed as: BASYS INC Service code 49 · EIN 52-1796473 | Other Services | $50,174 |
MARQUETTE ASSOCIATES5+ years Service code 16 · EIN 36-3485298 | Consulting | $38,468 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $319,634-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.6%-27.6pp | 0.0%0pp |
| Annual return | 1.65% | 5230.06%-5228.4pp | 174.94%-173.3pp | 5230.06%-5228.4pp |
| Employer contribution / active EE | $467 | $10,491-95.5% | $38,590-98.8% | $10,491-95.5% |
| Participant deferral / active EE | $0 | $460-100.0% | $8-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $3,298-100.0% | - |