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 |
|---|---|---|
COMERICA BANK2 years Service code 21 · EIN 42-1741646 1717 MAIN STREET · DALLAS, TX 75201 | Bank Trustee | $20,600 |
Filed as: MMQ & ASSOCIATES P.C. Service code 10 · EIN 23-2226550 1173 CLAY AVENUE · SCRANTON, PA 18510 | Accounting | $9,750 |
Filed as: AGINCOURT CAPITAL MANAGEMENT Service code 28 · EIN 54-1947440 200 SOUTH 10TH STREET · RICHMOND, VA 23219 | Investment Management | $9,606 |
THE CONCORD ADVISORY GROUP2 years Filed as: CONCORD ADVISORY GROUP Service code 27 · EIN 22-3039644 700 ALEXANDER PARK DR #203 · PRINCETON, NJ 08540 | Advisory (Plan) | $7,899 |
GOLDMAN SACHS2 years Filed as: GOLDMAN SACHS FINANCIAL SQUARE GOVN Service code 28 200 WEST STREET · NEW YORK, NY 10282 | Investment Management | $0 |
PIMCO FUNDS2 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 95-2632339 | Investment Management | $0 |
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 | $226,918-100.0% | $226,918-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 19.4%-19.4pp | 17.5%-17.5pp | 39.2%-39.2pp |
| Annual return | 11.53% | 8.93%+2.6pp | 9.49%+2.0pp | 13.91%-2.4pp |
| Employer contribution / active EE | $0 | $31,546-100.0% | $29,215-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $359-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $16,566-100.0% | $16,566-100.0% | $41,846-100.0% |