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 & NAPIER4+ years Filed as: MANNING & NAPIER ADVISORS, INC. Service code 28 · EIN 16-0995736 | Investment Management | $62,721 |
AETNA LIFE INSURANCE COMPANY4+ years Service code 19 · EIN 06-6033492 | Securities Custodian | $16,018 |
EXETER TRUST COMPANY4+ years Service code 19 · EIN 02-0476209 | Securities Custodian | $9,346 |
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 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 | $36,488-100.0% | $110,792-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 56.3%-56.3pp | 58.3%-58.3pp | 14.6%-14.6pp |
| Annual return | -2.75% | 1.95%-4.7pp | -0.33%-2.4pp | 10.56%-13.3pp |
| Employer contribution / active EE | $10,787 | $13,608-20.7% | $25,782-58.2% | $13,643-20.9% |
| Participant deferral / active EE | $949 | $838+13.2% | $928+2.3% | $62+1426.9% |
| Admin fee / account holder | $0 | $1,270-100.0% | $1,824-100.0% | $3,354-100.0% |