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 |
|---|---|---|
ASSOCIATED THIRD PARTY ADMIN.2+ years Service code 10 · EIN 94-3187938 | Accounting | $362,888 |
ASB CAPITAL MANAGEMENT2+ years Filed as: ASB CAPITAL MANAGEMENT LLC Service code 28 · EIN 80-0618452 | Investment Management | $243,405 |
Filed as: WA CAPITAL MANAGEMENT, INC. Service code 28 · EIN 91-1042342 | Investment Management | $231,813 |
INDEPENDENT FINANCIAL PARTNERS2+ years Filed as: SIERRA INVESTMENT PARNTERS, INC. Service code 28 · EIN 43-2095408 | Investment Management | $128,385 |
MORGAN STANLEY SMITH BARNEY2+ years Filed as: GRAYSTONE CONSULTING Service code 17 · EIN 26-4310844 | Pension Consulting | $127,670 |
THE SEGAL COMPANY2+ years Service code 11 · EIN 94-1503999 | Actuarial | $124,667 |
KRAW LAW GROUP2+ years Filed as: KRAW & KRAW LAW GROUP Service code 29 · EIN 77-0171216 | Legal | $121,309 |
LSV ASSET MANAGEMENT2+ years Filed as: HGK ASSET MANAGEMENT, INC Service code 28 · EIN 52-1296988 | Investment Management | $116,831 |
BOSTON PARTNERS2+ years Filed as: THE BOSTON CO ASSET MGMT, LLC Service code 28 ONE BOSTON PLACE · BOSTON, MA 02108 | Investment Management | $115,578 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $110,381 |
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 | $381,942,733-100.0% | $209,859-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.7%-42.7pp | 0.0%0pp |
| Annual return | 6.53% | 3.63%+2.9pp | 4.16%+2.4pp | 9.19%-2.7pp |
| Employer contribution / active EE | $12,136 | $11,363+6.8% | $29,966-59.5% | $12,608-3.7% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,952-100.0% | $2,655,710-100.0% |