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 |
|---|---|---|
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY, LLC Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $190,094 |
WEDGE CAPITAL MANAGEMENT9+ years Service code 51 · EIN 95-3046237 | Investment Mgmt Fees | $178,336 |
VERUS4 years Filed as: VERUS ADVISORY, INC Service code 16 · EIN 91-1320111 | Consulting | $159,875 |
WILLIAM C. EARHART CO., INC.9+ years Filed as: THE WILLIAM C. EARHART COMPANY, INC Service code 13 · EIN 93-0509592 | Contract Administrator | $130,146 |
COMERICA BANK9+ years Service code 18 · EIN 42-1741646 | Direct payment from the plan; Custodi... | $109,977 |
MILLIMAN, INC.6 years Filed as: MILLIMAN Service code 16 · EIN 91-0675641 | Consulting | $75,037 |
CLIFTONLARSONALLEN LLP9+ years Service code 10 · EIN 41-0746749 | Accounting | $60,393 |
JPMORGAN INVEST HOLDINGS LLC4 years Filed as: CHEVY CHASE TRUST COMPANY Service code 28 · EIN 52-2037618 | Investment Management | $55,285 |
OGLETREE DEAKINS9+ years Filed as: OGLETREE, DEAKINS, NASH, ET AL. Service code 29 · EIN 57-1044820 | Legal | $42,065 |
LINDA LARKIN9+ years Service code 29 · EIN 98-1321888 | Legal | $32,464 |
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 | $13,363-100.0% | $473,625-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.3%-37.3pp | 2.2%-2.2pp |
| Annual return | 13.85% | 7.95%+5.9pp | 20.18%-6.3pp | 9.11%+4.7pp |
| Employer contribution / active EE | $17,964 | $14,684+22.3% | $29,108-38.3% | $12,231+46.9% |
| Participant deferral / active EE | $0 | $520-100.0% | $6-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $2,262-100.0% | $125-100.0% |