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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS2+ years Service code 13 · EIN 52-1590516 | Contract Administrator | $225,593 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY Service code 27 · EIN 94-1671384 | Advisory (Plan) | $113,469 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE Service code 28 2005 MARKET ST · PHILADELPHIA, PA 19103 | Investment Management | $81,008 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675541 | Actuarial | $77,804 |
Filed as: WASHINGTON CAPITAL MANAGEMENT Service code 28 · EIN 91-1042342 1200 6TH AVE #700 · SEATTLE, WA 98101 | Investment Management | $71,816 |
HARDING LOEVNER LP2+ years Filed as: HARDING LOEVNER Service code 28 · EIN 22-2964020 | Investment Management | $55,631 |
SMITH GROUP2+ years Service code 28 · EIN 20-0424541 | Investment Management | $35,794 |
FIERA CAPITAL1 year Filed as: FIERA Service code 28 375 PARK AVENUE · NEW YORK, NY 10152 | Investment Management | $31,040 |
RYAN LABS ASSET MANAGEMENT2+ years Filed as: RYAN LABS Service code 28 500 FIFTH AVENUE SUITE 2520 · NEW YORK, NY 10110 | Investment Management | $26,928 |
TURNER, STOEVE & GAGLIARDI, P.S.2+ years Filed as: TURNER, STOEVE Service code 29 · EIN 91-0774959 | Legal | $24,951 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| 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 | 5.36% | 12.33%-7.0pp | 8.32%-3.0pp | 17.84%-12.5pp |
| Employer contribution / active EE | $2,803 | $11,641-75.9% | $30,793-90.9% | $14,688-80.9% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,802-100.0% | - |