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 ADMINISTRATORS10+ years Service code 13 · EIN 86-0785790 | Contract Administrator | $76,019 |
THE SEGAL COMPANY10+ years Service code 11 · EIN 94-1503999 | Actuarial | $67,594 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 27 · EIN 13-3180817 | Advisory (Plan) | $20,107 |
THE BANK OF NEW YORK MELLON9 years Filed as: BANK OF ARIZONA Service code 19 6001 N 24TH STREET · PHOENIX, AZ 85016 | Securities Custodian | $17,148 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE BROKERAGE Service code 23 · EIN 48-0619194 | Insurance services | $15,721 |
BALDWIN & BALDWIN PLLC4 years Filed as: BALDWIN MOFFITT BEHM LLP Service code 10 · EIN 46-4370753 | Accounting | $11,043 |
KELLEY LAW GROUP1 year Service code 29 3800 N CENTRAL AVE STE 530 · PHOENIX, AZ 85012 | Legal | $10,583 |
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 | $181,048-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 22.4%-22.4pp | 0.0%0pp |
| Annual return | 11.80% | 9.24%+2.6pp | 9.65%+2.1pp | 10.71%+1.1pp |
| Employer contribution / active EE | $1,691 | $14,215-88.1% | $26,259-93.6% | $14,986-88.7% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $145-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $749-100.0% | - |