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 |
|---|---|---|
MERCER8 years Service code 11 · EIN 13-2834414 | Actuarial | $595,829 |
MERCER3 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $84,063 |
Filed as: PRINCIPAL Service code 25 · EIN 51-0099493 | Directed Trustee | $48,054 |
WARREN AVERETT, LLC4 years Service code 10 · EIN 45-4084437 | Accounting | $14,000 |
HAYNES AND BOONE, LLP1 year Filed as: HAYNES & BOONE LLP Service code 29 · EIN 75-1312888 | Legal | $13,448 |
SLC MANAGEMENT1 year Service code 28 · EIN 84-3504508 | Investment Management | $8,494 |
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 | $315,650-100.0% | $308,621-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 62.7%-62.7pp | 57.2%-57.2pp | 44.0%-44.0pp |
| Annual return | 1.45% | 8.12%-6.7pp | 8.06%-6.6pp | 13.05%-11.6pp |
| Employer contribution / active EE | $91,626 | $44,127+107.6% | $42,627+114.9% | $37,639+143.4% |
| Participant deferral / active EE | $0 | $40-100.0% | $71-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $9,132-100.0% | $8,774-100.0% | $30,864-100.0% |