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 |
|---|---|---|
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $71,803 |
AON CONSULTING5 years Filed as: AON HEWITT SERVICES Service code 16 · EIN 22-2232264 | Consulting | $61,732 |
FRAZIER & DEETER, LLC3 years Filed as: FRAZIER & DEETER LLC Service code 10 · EIN 58-1433845 | Accounting | $15,000 |
CAPFINANCIAL PARTNERS LLC4 years Service code 27 4208 6 FORKS ROAD · RALEIGH, NC 27609 | Advisory (Plan) | $10,689 |
Filed as: PRINCIPAL TRUST COMPANY Service code 21 711 HIGH ST. · DES MOINES, IA 50392 | Bank Trustee | $10,504 |
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 | $75,644-100.0% | $102,492-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 2.81% | 7.25%-4.4pp | 5.17%-2.4pp | 8.23%-5.4pp |
| Employer contribution / active EE | $0 | $13,309-100.0% | $26,422-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |