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 |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES10+ years Service code 16 · EIN 58-2432390 570 EAST YORK STREET · SAVANNAH, GA 31401 | Consulting | $125,000 |
RBC GLOBAL ASSET MANAGEMENT10+ years Filed as: RBC GLOBAL ASSET MANAGEMENT US, INC Service code 51 · EIN 41-1460668 50 SOUTH SIXTH STREET, SUITE 2350 · MINNEAPOLIS, MN 55402 | Investment Mgmt Fees | $121,614 |
THE SEGAL COMPANY6 years Filed as: THE SEGAL COMPANY (EASTERN STATES) Service code 53 · EIN 13-2619259 8403 COLESVILLE ROAD · SILVER SPRING, MD 20910 | Insurance Commissions | $95,126 |
THOMAS BEAL10+ years Filed as: THOMAS R. DANIEL Service code 30 · EIN 72-0502386 721 RICHARD STREET, SUITE B · NEW ORLEANS, LA 70130 | Employee (plan) | $84,396 |
Filed as: INTERCONTINENTAL REAL ESTATE CORP. Service code 51 · EIN 04-2895544 1270 SOLDIERS FIELD RD · BOSTON, MA 02135 | Investment Mgmt Fees | $78,259 |
Filed as: BOYD WATTERSON ASSET MANAGEMENT, LL Service code 28 · EIN 34-1922005 1301 E 9TH ST 2900 · CLEVELAND, OH 44114 | Investment Management | $77,689 |
ALICE C. BAPTISTE10+ years Service code 30 · EIN 72-0502386 721 RICHARD STREET, SUITE B · NEW ORLEANS, LA 70130 | Employee (plan) | $52,708 |
WEDGE CAPITAL MANAGEMENT10+ years Service code 51 · EIN 56-1557450 301 SOUTH COLLEGE STREET 3800 · CHARLOTTE, NC 28202 | Investment Mgmt Fees | $46,572 |
C.S. MCKEE, L.P.10+ years Service code 28 · EIN 84-3346426 420 FT. DUQUESNE BLVD., 8TH FLOOR · PITTSBURGH, PA 15222 | Investment Management | $44,231 |
WITHUMSMITH+BROWN, PC4 years Filed as: SHVANDA V. BROWN Service code 30 · EIN 72-0502386 721 RICHARD STREET, SUITE B · NEW ORLEANS, LA 70130 | Employee (plan) | $41,553 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 9.29% | 10.71%-1.4pp | 16.77%-7.5pp | 10.71%-1.4pp |
| Employer contribution / active EE | $21,110 | $14,986+40.9% | $28,306-25.4% | $14,986+40.9% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $40-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |