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 |
|---|---|---|
THE SEGAL COMPANY9+ years Service code 11 · EIN 94-1503999 | Actuarial | $72,388 |
SOUTHWEST SERVICE ADMINISTRATORS9+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $70,624 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 | Advisory (Plan) | $18,096 |
THE SEGAL COMPANY7 years Filed as: SEGAL SELECT Service code 23 · EIN 48-0619194 | Insurance services | $15,462 |
THE BANK OF NEW YORK MELLON8 years Filed as: BANK OF ARIZONA Service code 19 6001 N 24TH STREET · PHOENIX, AZ 85016 | Securities Custodian | $13,782 |
BALDWIN & BALDWIN PLLC3 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $11,041 |
KELLEY LAW GROUP1 year Filed as: THE KELLEY LAW GROUP Service code 29 | Legal | $8,467 |
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 | $201,416-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 0.0%0pp |
| Annual return | 21.75% | 11.08%+10.7pp | 8.09%+13.7pp | 8.76%+13.0pp |
| Employer contribution / active EE | $2,641 | $13,876-81.0% | $28,732-90.8% | $16,627-84.1% |
| Participant deferral / active EE | $0 | $7,576-100.0% | $7-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $60,136-100.0% | - |