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 4-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 |
|---|---|---|
MANNING & NAPIER2 years Filed as: MANNING & NAPIER ADVISORS Service code 20 · EIN 45-3240790 P.O. BOX 1025 · FAIRPORT, NY 14450 | Trustee (bank, trust company, or simi... | $252,065 |
EXETER TRUST COMPANY3+ years Service code 18 · EIN 02-0476209 290 WOODCLIFF DRIVE · FAIRPORT, NY 14450 | Custodial (other than securities) | $40,464 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $55,526-100.0% | $473,625-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 37.3%-37.3pp | 12.4%-12.4pp |
| Annual return | 12.56% | 14.18%-1.6pp | 20.18%-7.6pp | 9.89%+2.7pp |
| Employer contribution / active EE | $0 | $10,771-100.0% | $29,108-100.0% | $14,313-100.0% |
| Participant deferral / active EE | $0 | $0 | $6-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $705-100.0% | $2,262-100.0% | $9,084-100.0% |