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 |
|---|---|---|
Filed as: BNY MELLON INVSTMNT MGMT CAYMAN LTD Service code 28 | Investment Management | $353,324 |
BENESYS, INC.3+ years Service code 10 · EIN 38-2383171 | Accounting | $285,216 |
WELLINGTON TRUST COMPANY3+ years Filed as: WELLINGTON TRUST COMPANY, N.A. Service code 28 · EIN 04-2755549 | Investment Management | $228,092 |
THE BANK OF NEW YORK MELLON3+ years Service code 28 · EIN 25-6078093 | Investment Management | $187,099 |
Service code 29 · EIN 26-1367865 | Legal | $119,390 |
MILLIMAN, INC.3+ years Service code 11 · EIN 91-0675641 | Actuarial | $102,361 |
WESTWOOD TRUST3+ years Filed as: WESTWOOD MANAGEMENT CORP Service code 28 · EIN 13-3160186 | Investment Management | $96,795 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS CAPITAL MANAGEMENT Service code 28 · EIN 95-3692822 | Investment Management | $95,514 |
ULLICO1 year Filed as: ULLICO INVESTMENT ADVISORS, INC. Service code 28 · EIN 52-6435649 | Investment Management | $88,767 |
Service code 28 · EIN 26-2237421 | Investment Management | $79,136 |
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 | $0 | $184,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 0.0%0pp |
| Annual return | 13.31% | 12.33%+1.0pp | 8.32%+5.0pp | 17.84%-4.5pp |
| Employer contribution / active EE | $8,754 | $11,641-24.8% | $30,793-71.6% | $14,688-40.4% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |