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 |
|---|---|---|
INR ADVISORS3 years Filed as: INR Service code 12 · EIN 02-0755540 | Claims processing | $26,981 |
RELIANCE TRUST COMPANY5+ years Service code 21 · EIN 58-1428634 | Bank Trustee | $16,424 |
MORISON COGEN LLP5+ years Service code 10 · EIN 23-1406493 | Accounting | $12,000 |
Filed as: BOETGER RETIREMENT PLAN SERVICES Service code 11 · EIN 25-1809719 | Actuarial | $9,435 |
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 auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $70,499-100.0% | $50,635-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 6.0%-6.0pp | 47.4%-47.4pp |
| Annual return | 17.12% | 10.98%+6.1pp | 18.06%-0.9pp | 12.16%+5.0pp |
| Employer contribution / active EE | $0 | $48,856-100.0% | $30,411-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $0-100.0% | $40-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $2,698-100.0% | $1,675-100.0% | $17,640-100.0% |