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 |
|---|---|---|
Service code 13 · EIN 86-0785790 2300 BUENA VISTA SE · ALBUQUERQUE, NM 87106 | Contract Administrator | $51,481 |
THE SEGAL COMPANY5+ years Service code 11 · EIN 94-1503999 1230 W WASHINGTON ST · TEMPE, AZ 85281 | Actuarial | $38,766 |
LAZARD ASSET MANAGEMENT5+ years Filed as: LAZARD Service code 27 · EIN 05-0530199 2300 BUENA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $26,360 |
EATON VANCE5+ years Service code 27 · EIN 04-3101134 2300 BUENA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $21,613 |
LEGG MASON2 years Service code 27 2300 BUENA VISTA SE · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $17,091 |
FINDELL & COMPANY, P.C.5+ years Filed as: FINDELL & COMPANY, PC Service code 10 · EIN 85-0357326 6605 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Accounting | $9,180 |
WALKER & VAN HEIJENOORT5+ years Filed as: WALKER & VAN HEIJNOORT Service code 29 · EIN 85-0365189 6508 POZA RICA CT NW · LOS RANCHOS, NM 87107 | Legal | $7,681 |
Filed as: UNIPLAN Service code 27 · EIN 27-3053886 2300 BUENA VISTA SE STE 127 · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $5,948 |
UBS FINANCIAL SERVICES INC5+ years Filed as: USB FINANCIAL SERVICES Service code 28 · EIN 13-2638166 1330 SAN PEDRO NE · ALBUQUERQUE, NM 87110 | Investment Management | $5,838 |
WELLESLEY2 years Service code 27 · EIN 26-0337214 2300 BUENA VISTA SE · ALBUQUERQUE, NM 87106 | Advisory (Plan) | $1,887 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,864-100.0% | $57,496-100.0% | $37,864-100.0% |
| Participation rate | 0.0% | 68.6%-68.6pp | 67.1%-67.1pp | 68.6%-68.6pp |
| Annual return | 9.05% | 10.04%-1.0pp | 7.48%+1.6pp | 10.04%-1.0pp |
| Employer contribution / active EE | $4,699 | $16,070-70.8% | $2,882+63.0% | $16,070-70.8% |
| Participant deferral / active EE | $0 | $1,817-100.0% | $0 | $1,817-100.0% |
| Admin fee / account holder | $0 | $2,256-100.0% | $381-100.0% | $2,256-100.0% |