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 |
|---|---|---|
SEI INVESTMENTS3+ years Service code 27 · EIN 23-1707341 | Advisory (Plan) | $287,854 |
Filed as: HEALTH SERVICES & BENEFIT ADMIN. Service code 12 · EIN 94-3089465 | Contract Administrator; Direct paymen... | $167,941 |
Service code 28 · EIN 13-3200244 | Investment Management | $127,052 |
LINDQUIST LLP3+ years Service code 10 · EIN 52-2385296 | Accounting | $88,251 |
VENUTI & ASSOCIATES3+ years Service code 11 · EIN 04-3721424 | Actuarial | $75,000 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT CORP. Service code 28 · EIN 25-6078093 | Investment Management | $41,747 |
Filed as: NEYHART, ANDERSON, FLYNN & GROSBOIL Service code 29 · EIN 95-2934127 | Legal | $33,881 |
US BANK3+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $32,142 |
KRAW LAW GROUP3+ years Service code 29 · EIN 32-0465891 | Legal | $28,555 |
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $13,739 |
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 | $90,272-100.0% | $184,886-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.1%-47.1pp | 1.9%-1.9pp |
| Annual return | 12.18% | 11.78%+0.4pp | 8.32%+3.9pp | 23.90%-11.7pp |
| Employer contribution / active EE | $10,047 | $11,309-11.2% | $30,793-67.4% | $16,539-39.3% |
| Participant deferral / active EE | $0 | $0 | $90-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $337-100.0% | $2,802-100.0% | $18,975-100.0% |