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 1166 AVENUE OF THE AMERICAS · NEWYORK, NY 10036 | Actuarial | $111,723 |
HIGHLAND CONSULTING ASSOCIATES8+ years Filed as: HIGHLAND CONSULTING Service code 28 · EIN 34-1753575 159 CROCKER PARK BOULEVARD · CLEVELAND, OH 44145 | Investment Management | $68,401 |
Filed as: PRUDENTIAL US LONG DURATION CORP BD Service code 27 · EIN 23-6994310 30 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Advisory (Plan) | $53,920 |
BMO HARRIS BANK NA5 years Service code 21 · EIN 36-2085229 111 WEST MONROE STREET · CHICAGO, IL 60603 | Bank Trustee | $25,591 |
ACADIAN ASSET MANAGEMENT LLC3 years Filed as: ACADIAN ASSET MANAGEMENT,LLC Service code 27 · EIN 04-2929221 260 FRANKLIN STREET · BOSTON, MA 02110 | Advisory (Plan) | $16,571 |
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 | $47,409-100.0% | $213,834-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 7.1%-7.1pp | 12.3%-12.3pp | 9.9%-9.9pp |
| Annual return | -20.85% | -3.51%-17.3pp | -5.16%-15.7pp | -5.25%-15.6pp |
| Employer contribution / active EE | $95,402 | $11,313+743.3% | $31,020+207.6% | $15,166+529.1% |
| Participant deferral / active EE | $0 | $60-100.0% | $101-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $297-100.0% | $2,852-100.0% | $3,859-100.0% |