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 9-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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC7 years Filed as: WILLIS TOWERS WATSON Service code 11 ONE PPG PLACE · PITTSBURGH, PA 15222 | Actuarial | $85,247 |
THE BANK OF NEW YORK MELLON9+ years Filed as: BANK OF AMERICA Service code 21 208 HARRISTOWN ROAD · GLEN ROCK, NJ 07452 | Bank Trustee | $58,740 |
Filed as: COMPERIO RETIREMENT CONSULTING Service code 17 51 KILMAYNE DRIVE · CARY, NC 27511 | Pension Consulting | $9,375 |
COLUMBIA4 years Filed as: COLUMBIA ADVISORY GROUP Service code 27 17950 PRESTON RD. · DALLAS, TX 75252 | Advisory (Plan) | $7,617 |
MFS INVESTMENT MANAGEMENT9+ years Filed as: MFS Service code 27 MFS SERVICE CENTER · BOSTON, MD 022055824 | Advisory (Plan) | $6,889 |
TYGH CAPITAL MANAGEMENT9+ years Service code 27 1211 SW FIFTH AVENUE · PORTLAND, OR 97204 | Advisory (Plan) | $5,294 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $89,087-100.0% | $80,293-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.6%-5.6pp | 55.8%-55.8pp |
| Annual return | 7.89% | 16.55%-8.7pp | 15.31%-7.4pp | 24.42%-16.5pp |
| Employer contribution / active EE | $0 | $42,466-100.0% | $28,686-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $112-100.0% | $126-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $411-100.0% | $456-100.0% | $22,079-100.0% |