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 |
|---|---|---|
MEKETA INVESTMENT GROUP1 year Filed as: MEKATA INVESTMENT GROUP Service code 27 80 UNIVERSITY AVE · WESTWOOD, MA 02090 | Advisory (Plan) | $176,147 |
EMPLOYEE FIDUCIARY, LLC10+ years Filed as: EMPLOYEE A Service code 30 · EIN 45-4227067 | Employee (plan); Direct payment from ... | $139,945 |
WILMINGTON TRUST3 years Service code 19 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 | Securities Custodian | $138,334 |
CHEIRON10+ years Service code 11 · EIN 13-4215617 | Actuarial | $127,363 |
GREENBERG TRAURIG1 year Service code 23 · EIN 13-3613083 | Direct payment from the plan; Insuran... | $78,500 |
Filed as: MCCRACKEN, STEMERMAN & HOLSBERRY,LL Service code 23 · EIN 94-1709555 | Direct payment from the plan; Insuran... | $77,262 |
EMPLOYEE FIDUCIARY, LLC10+ years Filed as: EMPLOYEE C Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $60,071 |
EMPLOYEE FIDUCIARY, LLC10+ years Filed as: EMPLOYEE D Service code 30 · EIN 45-4227067 | Employee (plan); Direct payment from ... | $60,071 |
EMPLOYEE FIDUCIARY, LLC10+ years Filed as: EMPLOYEE B Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $44,924 |
EMPLOYEE FIDUCIARY, LLC10+ years Filed as: EMPLOYEE E Service code 30 · EIN 45-4227067 | Direct payment from the plan; Employe... | $38,777 |
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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $6,886-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 11.1%-11.1pp | 0.0%0pp |
| Annual return | 8.29% | 8.48%-0.2pp | 7.14%+1.2pp | 8.48%-0.2pp |
| Employer contribution / active EE | $3,982 | $9,949-60.0% | $20,022-80.1% | $9,949-60.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $31-100.0% | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $5-100.0% | - |