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 |
|---|---|---|
AON CONSULTING2+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $195,585 |
MFA INCORPORATED2+ years Service code 30 · EIN 43-0415080 | Other services; Employee (plan sponso... | $155,685 |
MATRIX TRUST COMPANY2+ years Filed as: MATRIX FINANCIAL CONSULTANTS Service code 19 · EIN 20-1591048 | Securities Custodian | $44,527 |
CORRELL CO.2+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $40,474 |
COMMERCE BANK2+ years Service code 28 · EIN 43-1795601 | Investment Management | $29,952 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $17,597 |
WILLIAMS KEEPERS LLC2+ years Service code 10 · EIN 43-1126847 | Accounting | $17,216 |
COLUMBIA EDP2+ years Service code 64 · EIN 43-0967777 | Recordkeeping Fees | $16,819 |
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 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 | $381,942,733-100.0% | $202,986-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 26.9%-26.9pp | 0.0%0pp |
| Annual return | 6.07% | 9.19%-3.1pp | 2.04%+4.0pp | 9.19%-3.1pp |
| Employer contribution / active EE | $6,457 | $12,608-48.8% | $57,418-88.8% | $12,608-48.8% |
| Participant deferral / active EE | $0 | $1,615-100.0% | $123-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $255,353-100.0% | $2,655,710-100.0% |