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 |
|---|---|---|
MFA INCORPORATED3+ years Service code 30 · EIN 43-0415080 | Other services; Copying and duplicati... | $180,384 |
AON CONSULTING3+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $114,477 |
MATRIX TRUST COMPANY3+ years Filed as: MATRIX FINANCIAL CONSULTANTS Service code 19 · EIN 20-1591048 | Securities Custodian | $53,816 |
CORRELL CO.3+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $43,071 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $24,556 |
COLUMBIA EDP3+ years Service code 64 · EIN 43-0967777 | Recordkeeping Fees | $16,547 |
WILLIAMS KEEPERS LLC3+ years Service code 10 · EIN 43-1126847 | Accounting | $15,635 |
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 | $0 | $105,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 21.7%-21.7pp | 0.0%0pp |
| Annual return | 13.22% | 17.84%-4.6pp | 9.21%+4.0pp | 17.84%-4.6pp |
| Employer contribution / active EE | $7,345 | $14,688-50.0% | $35,088-79.1% | $14,688-50.0% |
| Participant deferral / active EE | $0 | $770-100.0% | $163-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $4,019-100.0% | - |