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 4-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 |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH (US) LTD Service code 14 · EIN 52-1883918 | Plan Administrator | $289,209 |
MERCER3+ years Filed as: MERCER INVESTMENTS LLC Service code 28 · EIN 30-0282430 | Investment Management | $157,880 |
THE BANK OF NEW YORK MELLON2 years Filed as: BANK OF NEW YORK MELON Service code 21 · EIN 13-5160382 | Bank Trustee | $150,000 |
MERCER2 years Filed as: MERCER US LLC Service code 11 · EIN 13-2834414 | Actuarial | $60,000 |
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 | $7,193,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 16.7%-16.7pp | 0.0%0pp |
| Annual return | 11.78% | 33.11%-21.3pp | 78.53%-66.7pp | 33.11%-21.3pp |
| Employer contribution / active EE | $1,390 | $9,000-84.6% | $31,628-95.6% | $9,000-84.6% |
| Participant deferral / active EE | $0 | $680-100.0% | $101-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $75,389-100.0% | - |