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 |
|---|---|---|
I N R2+ years Service code 12 · EIN 02-0755540 | Claims processing | $28,729 |
RELIANCE TRUST COMPANY2+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $17,184 |
NORTHWEST RETIREMENT SERVICES2+ years Service code 11 · EIN 25-1809719 | Actuarial | $12,175 |
MORISON COGEN LLP2+ years Service code 10 · EIN 23-1406493 | Accounting | $9,000 |
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.
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $261,298-100.0% | $169,917-100.0% | $237,064-100.0% |
| Participation rate | 0.0% | 27.3%-27.3pp | 10.3%-10.3pp | 45.6%-45.6pp |
| Annual return | 6.74% | 6.80%-0.1pp | 7.98%-1.2pp | 4.16%+2.6pp |
| Employer contribution / active EE | $0 | $40,252-100.0% | $23,724-100.0% | $42,916-100.0% |
| Participant deferral / active EE | $0 | $25-100.0% | $53-100.0% | $128-100.0% |
| Admin fee / account holder | $0 | $972-100.0% | $636-100.0% | $21,465-100.0% |