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 |
|---|---|---|
MERCER1+ years Filed as: WILLIAM MERCER Service code 11 · EIN 13-2834414 | Actuarial | $136,420 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $96,523 |
RVK, INC.1+ years Filed as: RV KUHNS ASSOCIATES INC Service code 27 · EIN 93-0910652 | Advisory (Plan) | $79,458 |
ASB CAPITAL MANAGEMENT1+ years Filed as: ASB ALLEGIANCE REAL ESTATE Service code 28 · EIN 80-0618452 | Investment Management | $70,318 |
HEITMAN REAL ESTATE SECURITIES1+ years Filed as: HEITMAN AMERICA REAL ESTATE Service code 28 · EIN 20-8359376 | Investment Management | $60,093 |
FORVIS MAZARS, LLP1+ years Filed as: WEISERMAZARS LLP Service code 10 · EIN 13-1459550 | Accounting | $27,790 |
BLACKROCK1+ years Filed as: BGI RUSSELL 3000 INDEX FUND Service code 28 · EIN 94-3112180 | Investment Management | $25,000 |
THOMPSON HINE1+ years Service code 29 · EIN 34-0575300 | Legal | $14,257 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $186,087-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 4.3%-4.3pp |
| Annual return | -1.10% | -1.76%+0.7pp | -2.13%+1.0pp | 2.81%-3.9pp |
| Employer contribution / active EE | $0 | $19,174-100.0% | $34,127-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $0 | $131-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $941-100.0% | $1,639-100.0% |