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 |
|---|---|---|
ZENITH AMERICAN SOLUTIONS4 years Service code 14 1600 HARBOR BAY PARKWAY, SUITE 200 · ALAMEDA, CA 94502 | Plan Administrator | $339,539 |
IFM INVESTORS PTY LTD3 years Filed as: IFM GLOBAL Service code 28 114 WEST 47TH STREET, 19TH FLOOR · NEW YORK, NY 10036 | Investment Management | $252,973 |
NORTHERN CA CEMENT MASONS ADMIN5+ years Service code 14 · EIN 94-1583754 | Plan Administrator | $238,961 |
HAMILTON LANE ADVISORS, LLC5+ years Filed as: HAMILTON LANE Service code 28 · EIN 23-2962336 | Investment Management | $193,316 |
MCMORGAN & COMPANY LLC5+ years Filed as: MCMORGAN AND CO. Service code 28 · EIN 52-2334338 | Investment Management | $136,178 |
THE SEGAL COMPANY5+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $132,794 |
US BANK5+ years Service code 19 221 SOUTH FIGUEROA ST. SUITE 210 · LOS ANGELES, CA 90012 | Securities Custodian | $121,797 |
WHITE OAK GLOBAL ADVISORS, LLC5+ years Filed as: WHITE OAK Service code 28 · EIN 26-0340395 | Investment Management | $117,856 |
SEGALL BRYANT & HAMILL5+ years Filed as: SEGALL, BRYANT AND HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $115,535 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $112,500 |
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 | $0 | $165,322-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 32.5%-32.5pp | 0.0%0pp |
| Annual return | 10.53% | 6.82%+3.7pp | 8.01%+2.5pp | 12.86%-2.3pp |
| Employer contribution / active EE | $18,577 | $12,695+46.3% | $29,475-37.0% | $13,687+35.7% |
| Participant deferral / active EE | $0 | $0 | $735-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $637-100.0% | - |