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 8-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 |
|---|---|---|
MERCER1 year Filed as: MERCER (US) LLC Service code 11 · EIN 13-2834414 | Actuarial | $211,313 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $126,324 |
THE SEGAL COMPANY6 years Filed as: SEGAL ADVISORS INC. Service code 51 · EIN 13-2646110 | Investment Mgmt Fees | $88,729 |
THE BANK OF NEW YORK MELLON7 years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $13,430 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $157,677-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 28.6%-28.6pp | 0.0%0pp |
| Annual return | 4.78% | 8.76%-4.0pp | 8.39%-3.6pp | 8.76%-4.0pp |
| Employer contribution / active EE | $3,202 | $16,627-80.7% | $41,487-92.3% | $16,627-80.7% |
| Participant deferral / active EE | $0 | $888-100.0% | $40-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $3,303-100.0% | - |