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 |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 70 LINDEN OAKS, SUITE 310 · ROCHESTER, NY 14625 | Actuarial | $38,044 |
SLC MANAGEMENT2 years Service code 27 · EIN 26-3730703 ONE SUN LIFE EXECUTIVE PARK · WELLESLEY HILLS, MA 02481 | Advisory (Plan) | $23,147 |
FREED MAXICK CPAS PC10+ years Filed as: FREED MAXICK Service code 10 · EIN 45-4051133 424 MAIN ST, SUITE 800 · BUFFALO, NY 14202 | Accounting | $12,800 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 50 SOUTH LASALLE ST · CHICAGO, IL 60603 | Bank Trustee | $12,288 |
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.
Employer contribution per participant 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 | $937,755-100.0% | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | - |
| Annual return | 2.62% | 71.39%-68.8pp | 9.84%-7.2pp | - |
| Employer contribution / active EE | $12,040 | $14,822-18.8% | $30,320-60.3% | - |
| Participant deferral / active EE | $0 | $3,727-100.0% | $66-100.0% | - |
| Admin fee / account holder | $0 | $14,090-100.0% | $53,213-100.0% | - |