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 CONSULTING6+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $150,191 |
MFA INCORPORATED6+ years Service code 30 · EIN 43-0415080 | Copying and duplicating; Other servic... | $133,552 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $90,862 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $28,029 |
WILLIAMS KEEPERS LLC6+ years Service code 10 · EIN 43-1126847 | Accounting | $13,650 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $411,083-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 30.8%-30.8pp | 0.0%0pp |
| Annual return | 13.88% | 12.86%+1.0pp | 5.50%+8.4pp | 12.86%+1.0pp |
| Employer contribution / active EE | $4,022 | $13,687-70.6% | $28,518-85.9% | $13,687-70.6% |
| Participant deferral / active EE | $0 | $833-100.0% | $818-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $7,663-100.0% | - |