See peer percentile detail with Solo.
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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: WELFARE AND PENSION ADMIN SVCS Service code 10 · EIN 91-1363171 | Accounting | $668,359 |
Service code 28 · EIN 91-1042342 | Investment Management | $396,405 |
CAMBIAR INVESTORS LLC2+ years Filed as: CAMBIAR INVESTORS, LLC Service code 28 · EIN 84-1596610 | Investment Management | $259,230 |
Filed as: SIERRA INVESTMENT PARTNERS, INC. Service code 28 · EIN 68-0370668 | Investment Management | $241,000 |
ANALYTIC INVESTORS, LLC2+ years Filed as: ANALYTIC INVESTORS Service code 28 · EIN 92-2665790 | Investment Management | $187,214 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 19 · EIN 26-4310632 | Securities Custodian | $162,352 |
THOMPSON, SIEGEL & WALMSLEY2+ years Filed as: THOMPSON SIEGEL & WALMSLEY, LLC Service code 28 · EIN 54-0854396 | Investment Management | $161,330 |
FIERA CAPITAL1 year Filed as: FIERA CAPITAL, INC. Service code 28 375 PARK AVENUE 8TH FLOOR · NEW YORK, NY 10152 | Investment Management | $111,904 |
US BANK2+ years Filed as: US BANK NATIONAL ASSOCIATION Service code 18 · EIN 31-0841368 | Direct payment from the plan; Custodi... | $108,433 |
MILLIMAN, INC.2+ years Service code 11 · EIN 91-0675641 | Actuarial | $103,033 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction with Solo.
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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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,917-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 0.0%0pp |
| Annual return | 7.11% | 12.92%-5.8pp | 10.36%-3.3pp | 17.84%-10.7pp |
| Employer contribution / active EE | $12,911 | $14,070-8.2% | $37,738-65.8% | $14,688-12.1% |
| Participant deferral / active EE | $0 | $21-100.0% | $137-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $15,661-100.0% | - |