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 8-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 |
|---|---|---|
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $193,784 |
BENEFIT PROGRAMS ADMINISTRATION10+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $126,359 |
LOOMIS SAYLES10+ years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $85,130 |
JP MORGAN INVESTMENT MANAGEMENT INC10+ years Filed as: JP MORGAN INVESTMENT MANAGEMENT Service code 51 · EIN 13-3200244 | Investment Mgmt Fees | $79,681 |
US BANK10+ years Service code 19 · EIN 31-0841368 | Securities Custodian | $53,397 |
THE SEGAL COMPANY8 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $45,400 |
GILBERT & SACKMAN3 years Filed as: GILBERT & SACKMAN, A LAW CORP. Service code 29 · EIN 95-2906951 | Legal | $45,347 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $40,853 |
MILLER KAPLAN ARASE LLP6 years Service code 10 · EIN 95-2036255 | Accounting | $32,200 |
THE BANK OF NEW YORK MELLON4 years Filed as: MELLON INVESTMENTS CORPORATION Service code 51 P.O. BOX 371509 · PITTSBURGH, PA 15251 | Investment Mgmt Fees | $5,017 |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $162,152-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 50.0%-50.0pp | 0.0%0pp |
| Annual return | 13.10% | 10.71%+2.4pp | 13.01%+0.1pp | 10.71%+2.4pp |
| Employer contribution / active EE | $10,952 | $14,986-26.9% | $35,911-69.5% | $14,986-26.9% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $91-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $884-100.0% | - |