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 |
|---|---|---|
DISCIPLINA GROUP LLC2 years Filed as: DISCIPLINA CAPITAL MANAGEMENT, LLC Service code 28 1033 DEMONBREUN STREET · NASHVILLE, TN 37203 | Investment Management | $51,815 |
Filed as: PRINCIPAL Service code 21 · EIN 42-1520346 | Bank Trustee | $18,737 |
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 | $39,669-100.0% | $334,201-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.9%-43.9pp | 11.0%-11.0pp |
| Annual return | 5.51% | 8.11%-2.6pp | 9.84%-4.3pp | 8.23%-2.7pp |
| Employer contribution / active EE | $0 | $16,823-100.0% | $30,320-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,213-100.0% | $1,652-100.0% |