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 |
|---|---|---|
MIDDLETON & COMPANY, CPA, PC1+ years Service code 10 · EIN 93-0809066 | Accounting | $171,142 |
MASONRY INDUSTRY TRUST ADMIN.1+ years Service code 13 · EIN 93-1144705 | Contract Administrator | $168,602 |
BRADLEY L. MIDDLETON, PC1+ years Service code 29 · EIN 93-1215960 | Legal | $151,839 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 111 SW FIFTH AVENUE SUITE 3700 · POTLAND, OR 972043654 | Actuarial | $91,359 |
NEWTOWER TRUST COMPANY1+ years Filed as: NEWTOWER TRUST COMPANY 20-1644876 Service code 28 | Investment Management | $74,898 |
DODGE & COX1+ years Filed as: DODGE & COX FUNDS Service code 52 C/O BOSTON FINANCIAL · BOSTON, MA 022668422 | Indirect Investment Fees | $69,123 |
VERUS1+ years Filed as: VERUS INVESTMENTS Service code 27 · EIN 91-1320111 999 THIRD AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $67,200 |
TOUCHSTONE RETIREMENT GROUP, LLC1+ years Filed as: TOUCHSTONE ADVISORS INC. 20-1722550 Service code 52 | Indirect Investment Fees | $52,116 |
Filed as: TCW & METWEST FUND FAMILIES Service code 52 865 SOUTH FIGUEROA STREET · LOS ANGELES, CA 90017 | Indirect Investment Fees | $45,209 |
KEY BANK NATIONAL ASSOCIATION1+ years Filed as: KEY CORPORATION Service code 15 · EIN 34-6542451 | Recordkeeping | $37,855 |
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 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | -0.92% | 0.68%-1.6pp | -1.61%+0.7pp | -0.60%-0.3pp |
| Employer contribution / active EE | $6,841 | $10,568-35.3% | $30,840-77.8% | $12,272-44.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |