Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $263,688 |
MERCER1+ years Service code 64 · EIN 25-1628718 | Recordkeeping Fees | $106,923 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $45,798 |
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 35-1561860 | Bank Trustee | $40,689 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565596 | Accounting | $24,622 |
CALLAN LLC1+ years Filed as: CALLAN Service code 28 · EIN 47-0875103 | Investment Management | $18,040 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $846,462-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 23.1%-23.1pp | 4.3%-4.3pp |
| Annual return | -0.61% | -1.13%+0.5pp | -0.81%+0.2pp | 2.81%-3.4pp |
| Employer contribution / active EE | $0 | $14,981-100.0% | $38,425-100.0% | $16,358-100.0% |
| Participant deferral / active EE | $0 | $190-100.0% | $315-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $15,697-100.0% | $1,639-100.0% |