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 |
|---|---|---|
ROCATON INVESTMENT ADVISORS, LLC4+ years Filed as: ROCATON INVESTMENT ADVISORS, LLC. Service code 16 · EIN 04-3638035 | Consulting | $194,117 |
WELLINGTON TRUST COMPANY4+ years Service code 51 · EIN 38-3766431 | Investment Mgmt Fees | $151,388 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC Service code 11 · EIN 53-0181291 | Actuarial | $145,922 |
WALTER SCOTT & PARTNERS LIMITED4+ years Service code 51 · EIN 98-0465834 | Investment Mgmt Fees | $132,406 |
Filed as: BNY MELLON BANK Service code 18 · EIN 95-3571558 | Custodial (other than securities); In... | $131,512 |
Filed as: PRUDENTIAL TRUST COMPANY Service code 28 · EIN 23-6994310 | Investment Management | $71,366 |
INCOME RESEARCH & MANAGEMENT4+ years Filed as: INCOME RESEARCH MANAGEMENT Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $70,135 |
GENESIS ASSET MANAGERS LLP4+ years Service code 28 · EIN 22-3163872 | Investment Management | $55,711 |
MONDRIAN INVESTMENT GROUP4+ years Filed as: MONDRIAN INVESTMENTS Service code 28 · EIN 56-2475915 | Investment Management | $41,006 |
TRUMBULL PROPERTY INCOME FUND2 years Service code 28 · EIN 61-1553761 | Investment Management | $39,833 |
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 | $37,197-100.0% | $261,924-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 36.8%-36.8pp | 4.7%-4.7pp |
| Annual return | -4.85% | -3.22%-1.6pp | -2.99%-1.9pp | -0.69%-4.2pp |
| Employer contribution / active EE | $37,717 | $32,178+17.2% | $41,623-9.4% | $16,786+124.7% |
| Participant deferral / active EE | $0 | $442-100.0% | $35-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $38,841-100.0% | $124-100.0% |