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 |
|---|---|---|
Filed as: METLIFE INC Service code 16 · EIN 13-4075851 | Consulting | $203,241 |
CONRAD SIEGEL9 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 171100900 | Actuarial | $187,876 |
Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 16 159 CROCKER PARK BLVD, SUITE 350 · WESTLAKE, OH 44145 | Consulting | $149,544 |
PNC BANK, N.A.2 years Filed as: PNC BANK Service code 15 · EIN 25-1197336 | Recordkeeping | $55,989 |
FEDERATED3 years Filed as: FEDERATED HERMES GOVT OBLIGATIONS Service code 28 4000 ERICSSON DR · WARRENDALE, PA 15086 | Investment Management | $0 |
FEDERATED2 years Filed as: FEDERATED INVESTMENT MANAGEMENT COM Service code 28 | Investment Management | $0 |
Filed as: FIDELITY & RESEARCH COMPANY Service code 28 · EIN 06-1194217 | Investment Management | $0 |
Filed as: FIDELITY MANAGEMENT & RESEARCH COMP Service code 28 | Investment Management | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $36,224-100.0% | - | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 0.0%0pp | 2.1%-2.1pp |
| Annual return | 2.63% | 9.14%-6.5pp | 5.19%-2.6pp | 9.14%-6.5pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $38,911-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $0 | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |