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 |
|---|---|---|
MERCER6 years Service code 11 · EIN 13-2834414 | Actuarial | $958,116 |
Service code 28 · EIN 48-1140940 | Investment Management | $287,952 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 28 · EIN 26-0058143 | Investment Management | $61,917 |
SLC MANAGEMENT3 years Filed as: SUN TRUST BANK Service code 28 · EIN 58-1575035 | Investment Management | $61,917 |
Filed as: PRINCIPAL TRUST/PSC Service code 21 · EIN 51-0099493 | Bank Trustee | $32,979 |
TORRILLO & ASSOCIATES, LLC6 years Service code 10 · EIN 83-0414789 | Accounting | $22,950 |
Filed as: FAEGRE DRINKER BIDDLE & REATH Service code 29 · EIN 23-1423089 | Legal | $22,464 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $13,363-100.0% | $182,032-100.0% | $13,363-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.2%-2.2pp |
| Annual return | 9.53% | 10.30%-0.8pp | 7.70%+1.8pp | 9.11%+0.4pp |
| Employer contribution / active EE | $0 | $9,006-100.0% | $28,478-100.0% | $12,231-100.0% |
| Participant deferral / active EE | $0 | $902-100.0% | $49-100.0% | $1,272-100.0% |
| Admin fee / account holder | $0 | $125-100.0% | $51,246-100.0% | $125-100.0% |