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 |
|---|---|---|
WEDGE CAPITAL MANAGEMENT10+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 51 · EIN 56-1557450 | Investment Mgmt Fees | $86,082 |
INVESTMENT PERFORMANCE SERVICES10+ years Service code 16 · EIN 58-2432390 | Consulting | $78,377 |
WEAVER AND TIDWELL, LLP2 years Service code 10 · EIN 75-0786316 | Accounting | $60,900 |
BLACKROCK10+ years Filed as: BLACKROCK INSTITUTIONAL TRUST Service code 21 · EIN 94-3112180 | Bank Trustee | $56,082 |
Filed as: JP MORGAN CHASE Service code 51 · EIN 13-3869666 | Investment Mgmt Fees | $43,734 |
PEDELAHORE & CO. LLP10+ years Service code 10 · EIN 72-0535866 | Accounting | $40,525 |
OSBORN, CARREIRO & ASSOCIATES, INC.10+ years Filed as: OSBORN, CARREIRO & ASSOCIATES Service code 11 · EIN 71-0631123 | Actuarial | $26,500 |
Service code 51 · EIN 13-3257590 | Investment Mgmt Fees | $17,196 |
ROBEIN, URANN, SPENCER, PICARD & CA10+ years Filed as: ROBEIN, URANN, SPENCER, ET AL Service code 29 · EIN 72-0999672 | Legal | $15,594 |
ORLEANS CAPITAL MANAGEMENT10+ years Service code 51 · EIN 72-1193530 | Investment Mgmt Fees | $13,661 |
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.
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 9.56% | 9.24%+0.3pp | 9.65%-0.1pp | 10.71%-1.1pp |
| Employer contribution / active EE | $8,378 | $14,215-41.1% | $26,259-68.1% | $14,986-44.1% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |