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 |
|---|---|---|
Service code 17 · EIN 06-6033492 | Pension Consulting | $231,543 |
THE SEGAL COMPANY5 years Filed as: SEGAL Service code 17 · EIN 13-1835864 | Pension Consulting | $158,600 |
Filed as: PRINCIPAL Service code 17 · EIN 42-1520346 | Pension Consulting | $132,070 |
CAPFINANCIAL PARTNERS LLC8 years Filed as: CAPTRUST Service code 17 4208 SIX FORKS ROAD, 1700 · RALEIGH, NC 27609 | Pension Consulting | $110,500 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING Service code 17 · EIN 06-1053228 | Pension Consulting | $37,274 |
FISCHER DORWART, P.C.10+ years Filed as: FISCHER CUNNANE & ASSOCIATES, LTD Service code 10 · EIN 23-3060583 | Accounting | $36,175 |
JACKSON LEWIS P.C.10+ years Filed as: JACKSON LEWIS Service code 29 · EIN 46-3862389 | Legal | $5,911 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
Solo shows the counterparty names, addresses and amounts for each reportable transaction. $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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $102,492-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 2.1%-2.1pp |
| Annual return | 1.61% | 9.45%-7.8pp | 5.17%-3.6pp | 7.65%-6.0pp |
| Employer contribution / active EE | $0 | $14,895-100.0% | $26,422-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $632-100.0% | $78-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $16,625-100.0% | $193-100.0% |