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 5-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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS5+ years Service code 14 · EIN 52-1590516 | Plan Administrator | $264,058 |
THE SEGAL COMPANY4 years Service code 11 · EIN 13-1975125 | Actuarial | $195,150 |
MILLIMAN, INC.5+ years Service code 11 · EIN 91-0675641 | Actuarial | $188,729 |
SLEVIN & HART, P.C.5+ years Service code 29 · EIN 52-1708613 | Legal | $60,548 |
CALIBRE CPA GROUP PLLC4 years Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $51,582 |
STATE STREET GLOBAL ADVISORS4 years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $50,000 |
SOMMERS AND FAHRENBACH, INC5+ years Filed as: SOMMERS AND FAHRENBACH Service code 36 · EIN 36-1796440 | Copying and duplicating | $47,576 |
LOOMIS SAYLES4 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 20-8080381 | Investment Mgmt Fees | $44,277 |
SCHULTE ROTH & ZABEL LLP5+ years Service code 29 · EIN 13-2633996 | Legal | $42,708 |
THE SEGAL COMPANY5+ years Filed as: SEGAL ADVISORS INC. Service code 27 · EIN 13-2646110 | Advisory (Plan) | $30,844 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $181,263-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 7.74% | 9.22%-1.5pp | 12.57%-4.8pp | 9.22%-1.5pp |
| Employer contribution / active EE | $2,414 | $13,567-82.2% | $23,666-89.8% | $13,567-82.2% |
| Participant deferral / active EE | $0 | $575-100.0% | $13-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $187,584-100.0% | - |