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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 30-0282430 | Consulting | $16,250 |
BOIVIN & ASSOCIATES1 year Service code 10 · EIN 27-1516157 | Accounting | $7,300 |
Filed as: GALLAGHER BENEFITS SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $6,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$46,374 |
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 | $178,904 | $73,638+142.9% | $95,952+86.5% | $73,488+143.4% |
| Participation rate | 97.8% | 76.2%+21.7pp | 77.1%+20.8pp | 70.7%+27.2pp |
| Annual return | 14.39% | 16.78%-2.4pp | 91.61%-77.2pp | 28.51%-14.1pp |
| Employer contribution / active EE | $7,981 | $1,863+328.4% | $2,541+214.1% | $2,270+251.6% |
| Participant deferral / active EE | $16,549 | $3,617+357.5% | $4,167+297.2% | $3,740+342.5% |
| Admin fee / account holder | -$30 | $482-106.2% | $6,795-100.4% | $513-105.9% |