Filed April 29, 2026 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
MERCER3+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $113,481 |
NATIONAL BANK OF INDIANAPOLIS3+ years Filed as: THE NATIONAL BANK OF INDIANAPOLIS Service code 21 · EIN 35-1904483 | Bank Trustee | $31,549 |
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.
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 | $45,108-100.0% | $436,953-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 41.3%-41.3pp | 44.2%-44.2pp | 14.6%-14.6pp |
| Annual return | 3.32% | -2.89%+6.2pp | -102.03%+105.3pp | 10.56%-7.2pp |
| Employer contribution / active EE | $15,000 | $14,715+1.9% | $36,229-58.6% | $13,643+9.9% |
| Participant deferral / active EE | $0 | $46-100.0% | $48-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $12,721-100.0% | $3,354-100.0% |