Filed April 25, 2023 (most recent of 2 filings on file)
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See the 10-year trajectory with Solo.
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| Provider | Service type | Compensation |
|---|---|---|
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $184,900 |
MERCER7 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $159,059 |
FIFTH THIRD BANK RETIREMENT SERVICE10+ years Service code 21 · EIN 31-1051736 | Bank Trustee | $16,746 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $3,219,907-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 10.0%-10.0pp | 2.1%-2.1pp |
| Annual return | 4.38% | 7.65%-3.3pp | 3.48%+0.9pp | 7.65%-3.3pp |
| Employer contribution / active EE | $12,128 | $20,599-41.1% | $31,972-62.1% | $20,599-41.1% |
| Participant deferral / active EE | $0 | $1,172-100.0% | $83-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $0 | $193-100.0% |