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 |
|---|---|---|
SOUTHWEST SERVICE ADMINISTRATORS8+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $69,895 |
THE SEGAL COMPANY8+ years Service code 11 · EIN 94-1503999 | Actuarial | $65,408 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 | Advisory (Plan) | $15,263 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF ARIZONA Service code 19 6001 N 24TH STREET · PHOENIX, AZ 85016 | Securities Custodian | $11,233 |
BALDWIN & BALDWIN PLLC2 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $11,000 |
Filed as: RYAN RAPP PACHECO KELLY PLC Service code 29 | Legal | $7,626 |
THE SEGAL COMPANY6 years Filed as: SEGAL SELECT Service code 23 · EIN 48-0619194 | Insurance services | $5,345 |
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 | $4,369,090-100.0% | $473,625-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 4.8%-4.8pp | 37.3%-37.3pp | 2.3%-2.3pp |
| Annual return | 7.51% | 7.15%+0.4pp | 20.18%-12.7pp | 37.74%-30.2pp |
| Employer contribution / active EE | $3,171 | $13,270-76.1% | $29,108-89.1% | $15,781-79.9% |
| Participant deferral / active EE | $0 | $732-100.0% | $6-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $12,034-100.0% | $2,262-100.0% | $9,287-100.0% |