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 CONSULTING7+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $143,557 |
MFA INCORPORATED7+ years Service code 30 · EIN 43-0415080 | Copying and duplicating; Employee (pl... | $110,014 |
Filed as: JOHN HANCOCK RETIREMENT PLAN SVCS Service code 15 · EIN 01-0233346 | Recordkeeping | $83,368 |
ADP BROKER-DEALER7+ years Filed as: PENSION CONSULTANTS Service code 27 · EIN 43-1685158 | Advisory (Plan) | $27,000 |
WILLIAMS KEEPERS LLC7+ years Service code 10 · EIN 43-1126847 | Accounting | $14,350 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $433,529-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 3.7%-3.7pp | 22.9%-22.9pp | 3.7%-3.7pp |
| Annual return | 12.83% | 15.63%-2.8pp | 12.74%+0.1pp | 15.63%-2.8pp |
| Employer contribution / active EE | $5,093 | $11,476-55.6% | $33,332-84.7% | $11,476-55.6% |
| Participant deferral / active EE | $0 | $1,127-100.0% | $157-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $2,396-100.0% | $429-100.0% |