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 SOLUTIONS5 years Service code 14 1600 HARBOR BAY PARKWAY, SUITE 200 · ALAMEDA, CA 94502 | Plan Administrator | $355,756 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 | Advisory (Plan) | $275,137 |
INDEPENDENT FINANCIAL PARTNERS6+ years Filed as: SIERRA INVESTMENTS Service code 28 · EIN 68-0370668 | Investment Management | $237,429 |
NORTHERN CA CEMENT MASONS ADMIN6+ years Service code 14 · EIN 94-1583754 | Plan Administrator | $214,572 |
THE SEGAL COMPANY1 year Filed as: SEGAL, BRYANT AND HAMILL Service code 28 · EIN 41-1788385 | Investment Management | $176,708 |
Filed as: SILVERCREST ASSET MANAGEMENT Service code 28 4250 EXECUTIVE SQUARE 545 · LA JOLLA, CA 92037 | Investment Management | $143,452 |
THE SEGAL COMPANY6+ years Filed as: SEGAL COMPANY Service code 11 · EIN 94-1503999 | Actuarial | $104,063 |
BMO HARRIS BANK NA3 years Filed as: BMO ASSET MANAGEMENT Service code 28 115 S LASALLE ST 11 · CHICAGO, IL 60603 | Investment Management | $95,108 |
WHITE OAK GLOBAL ADVISORS, LLC6+ years Filed as: WHITE OAK Service code 28 · EIN 26-0340395 | Investment Management | $87,577 |
FIERA CAPITAL3 years Service code 28 · EIN 13-2726734 | Investment Management | $68,378 |
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 | $444,552-100.0% | $201,582-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.6%-23.6pp | 3.7%-3.7pp |
| Annual return | 18.50% | 19.37%-0.9pp | 11.08%+7.4pp | 15.63%+2.9pp |
| Employer contribution / active EE | $17,081 | $13,107+30.3% | $28,409-39.9% | $11,476+48.8% |
| Participant deferral / active EE | $0 | $2-100.0% | $86-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $6,559-100.0% | $429-100.0% |