Filed January 5, 2026 (most recent of 5 filings on file)
Total covered: 339 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING9 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $403,094 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 27 · EIN 30-0282430 | Advisory (Plan) | $133,323 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 28 1918 8TH AVENUE SUITE 3100 · SEATTLE, WA 98101 | Investment Management | $132,594 |
THE VANGUARD GROUP, INC.8 years Filed as: THE VANGUARD GROUP Service code 28 P.O. BOX 1110 · VALLEY FORGE, PA 194821110 | Investment Management | $127,114 |
WILMINGTON TRUST9 years Service code 21 · EIN 16-1486454 | Bank Trustee | $95,500 |
AMERICAN FUNDS5 years Filed as: CAPITAL BANK AND TRUST COMPANY Service code 28 P.O. BOX 6164 · INDIANAPOLIS, IN 462066164 | Investment Management | $75,969 |
MILLIMAN, INC.1 year Service code 11 1301 FIFTH AVENUE · SEATTLE, WA 98101 | Actuarial | $40,405 |
DIETZ & LYNCH CAPITAL3 years Service code 27 28 GREEN ST · NEWBURY, MA 01951 | Advisory (Plan) | $15,498 |
LPL FINANCIAL1 year Service code 28 · EIN 95-2834236 | Investment Management | $7,749 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 4.45% | 9.22%-4.8pp | 52.39%-47.9pp | 9.22%-4.8pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $23,486-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $224-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |