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 |
|---|---|---|
MANNING & NAPIER10+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $100,296 |
AETNA LIFE INSURANCE COMPANY10+ years Service code 19 · EIN 06-6033492 | Securities Custodian | $15,694 |
EXETER TRUST COMPANY10+ years Service code 19 · EIN 02-0476209 | Securities Custodian | $11,634 |
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 | $51,275-100.0% | $250,061-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 46.0%-46.0pp | 11.0%-11.0pp |
| Annual return | 6.35% | 8.93%-2.6pp | 7.82%-1.5pp | 8.23%-1.9pp |
| Employer contribution / active EE | $5,682 | $10,201-44.3% | $31,823-82.1% | $13,859-59.0% |
| Participant deferral / active EE | $1,426 | $958+48.9% | $365+290.4% | $61+2223.7% |
| Admin fee / account holder | $0 | $2,259-100.0% | $18,503-100.0% | $1,652-100.0% |