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 7-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 |
|---|---|---|
JOHNSTON ASSET MANAGEMENT1+ years Filed as: JOHNSTON Service code 28 · EIN 26-6493485 ONE LANDMARK SQUARE · STAMFORD, CT 06901 | Investment Management | $155,930 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Service code 11 · EIN 26-1370698 1040 CROWN POINTE PARKWAY, STE 560 · ATLANTA, GA 30338 | Actuarial | $130,284 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 715 BROAD STREET · NEWARK, NJ 07102 | Investment Management | $121,680 |
INTEGRITY ASSET MANAGEMENT1+ years Filed as: INTEGRITY Service code 28 · EIN 38-3212521 | Investment Management | $105,194 |
Filed as: BARROW HANLEY Service code 28 · EIN 75-2403190 2200 ROSS AVE 31ST FLOOR · DALLAS, TX 75201 | Investment Management | $95,203 |
SEI INVESTMENTS1+ years Filed as: SEI Service code 28 · EIN 26-2726262 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456 | Investment Management | $87,246 |
Filed as: INVESTMENT CONSULTING SERVICE Service code 28 · EIN 32-0016703 2215 YORK ROAD, SUITE 206 · OAK BROOK, IL 60523 | Investment Management | $85,000 |
PIERMONT CAPITAL MANAGEMENT1+ years Filed as: PIERMONT Service code 28 · EIN 20-5630047 530 MARYVILLE CENTRE DR. SUITE 230 · ST LOUIS, MO 63141 | Investment Management | $53,669 |
WINTRUST INVESTMENTS LLC1+ years Filed as: WINTRUST Service code 28 · EIN 36-3873352 9700 WEST HIGGINS ROAD 8TH FLOOR · ROSEMONT, IL 60018 | Investment Management | $52,590 |
US BANK1+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 28 · EIN 31-0841368 800 NICOLLET MALL · MINNEAPOLIS, MN 55402 | Investment Management | $51,229 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $104,783-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 88.3%-88.3pp | 0.0%0pp |
| Annual return | 9.97% | 11.12%-1.1pp | 4.82%+5.1pp | 11.12%-1.1pp |
| Employer contribution / active EE | $10,311 | $8,521+21.0% | $33,773-69.5% | $8,521+21.0% |
| Participant deferral / active EE | $0 | $13-100.0% | $1,165-100.0% | $13-100.0% |
| Admin fee / account holder | $0 | $0 | $1,648-100.0% | - |