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: RAINIER INVESTMENT MANAGEMENT Service code 28 · EIN 91-1457076 | Investment Management | $365,857 |
WEDGE CAPITAL MANAGEMENT2+ years Service code 28 · EIN 56-1557450 | Investment Management | $135,437 |
MARCO CONSULTING GROUP2+ years Filed as: MARCO INVESTMENT CONSULTING Service code 16 · EIN 36-3555078 | Consulting | $113,527 |
WILLIAM C. EARHART CO., INC.2+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $110,947 |
THE SEGAL COMPANY2+ years Filed as: SEGAL CO. Service code 11 · EIN 94-1503999 | Actuarial | $89,492 |
COMERICA BANK2+ years Service code 19 · EIN 38-0477375 | Securities Custodian | $62,190 |
OGLETREE DEAKINS2+ years Filed as: OGLETREE, DEAKINS, NASH, ET AL. Service code 29 222 SW COLUMBIA ST, SUITE 1500 · PORTLAND, OR 97201 | Legal | $57,411 |
ASB CAPITAL MANAGEMENT1 year Service code 28 7501 WISCONSIN AVE SUITE 1300W · BETHESDA, MD 20814 | Investment Management | $38,979 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $29,532 |
AB FUNDS2+ years Filed as: ALLIANCEBERNSTEIN LP Service code 28 1 N LEXINGTON AVE · WHITE PLAINS, NY 10601 | Investment Management | $14,943 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 5.04% | 3.63%+1.4pp | 4.16%+0.9pp | 9.19%-4.2pp |
| Employer contribution / active EE | $9,778 | $11,363-14.0% | $29,966-67.4% | $12,608-22.5% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |