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 |
|---|---|---|
NOTTINGHAM ADVISORS1 year Filed as: NOTTINGHAM TRUST Service code 27 · EIN 16-1213679 126-130 SOUTH STREET · OLEAN, NY 14760 | Advisory (Plan) | $23,333 |
BPAS9 years Filed as: BPAS ACTUARIAL & PENSION SERVICES Service code 11 · EIN 30-0192194 239 NEW ROAD, B307 · PARSIPPANY, NJ 07054 | Actuarial | $18,170 |
MERCADIEN PC, CPAS10+ years Service code 10 · EIN 22-3271712 P.O. BOX 7648 · PRINCETON, NH 08543 | Accounting | $13,125 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $148,078-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.7%-0.7pp | 5.4%-5.4pp | 11.0%-11.0pp |
| Annual return | 0.60% | 7.22%-6.6pp | 6.78%-6.2pp | 8.23%-7.6pp |
| Employer contribution / active EE | $10,054 | $12,542-19.8% | $25,154-60.0% | $13,859-27.5% |
| Participant deferral / active EE | $0 | $56-100.0% | $47-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $7,182-100.0% | $1,652-100.0% |