Filed October 10, 2025 (most recent of 10 filings on file)
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4 years Filed as: PIMCO Service code 28 · EIN 95-2632339 | Investment Management | $476,843 |
Service code 28 6075 POPLAR AVE · MEMPHIS, TN 38119 | Investment Management | $370,507 |
Service code 28 · EIN 04-2647786 | Investment Management | $281,139 |
KPMG LLP10+ years Service code 10 · EIN 13-5565207 | Accounting | $146,442 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF OKLAHOMA Service code 21 · EIN 73-0780382 | Bank Trustee | $79,294 |
MERCER8 years Service code 11 · EIN 76-0505838 | Actuarial | $78,206 |
Filed as: MONROE VOS CONSULTING, INC Service code 27 · EIN 76-0505838 | Advisory (Plan) | $44,399 |
EMERALD FUNDS8 years Filed as: EMERALD ADVISERS INC. Service code 28 P.O. BOX 10666 · LANCASTER, PA 17605 | Investment Management | $35,567 |
Filed as: CAPTRUST FINANCIAL ADVISORS Service code 28 · EIN 26-0058143 | Investment Management | $28,937 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 | $328,890-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 41.1%-41.1pp | 0.0%0pp |
| Annual return | 5.83% | 10.77%-4.9pp | 8.43%-2.6pp | 10.77%-4.9pp |
| Employer contribution / active EE | $38,471 | $15,292+151.6% | $29,249+31.5% | $15,292+151.6% |
| Participant deferral / active EE | $0 | $1,813-100.0% | $13-100.0% | $1,813-100.0% |
| Admin fee / account holder | $0 | $0 | $10,081-100.0% | - |