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 CONSULTING5+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $126,152 |
MFA INCORPORATED5+ years Service code 30 · EIN 43-0415080 | Employee (plan sponsor); Other servic... | $115,975 |
CORRELL CO.5+ years Service code 15 · EIN 36-3492086 | Recordkeeping | $62,957 |
MATRIX TRUST COMPANY5+ years Filed as: MATRIX FINANCIAL CONSULTANTS Service code 19 · EIN 20-1591048 | Securities Custodian | $58,670 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $28,067 |
COLUMBIA EDP5+ years Service code 64 · EIN 43-0967777 | Recordkeeping Fees | $17,536 |
WILLIAMS KEEPERS LLC5+ years Service code 10 · EIN 43-1126847 | Accounting | $14,000 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $341,093,897-100.0% | $189,344-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 30.4%-30.4pp | 0.0%0pp |
| Annual return | 20.45% | 21.83%-1.4pp | 11.02%+9.4pp | 21.83%-1.4pp |
| Employer contribution / active EE | $3,539 | $12,237-71.1% | $33,824-89.5% | $12,237-71.1% |
| Participant deferral / active EE | $0 | $987-100.0% | $418-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,088-100.0% | $1,551,325-100.0% |