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 9-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 |
|---|---|---|
MERCER9+ years Service code 15 · EIN 13-2834414 | Recordkeeping | $194,056 |
WINSTON & STRAWN LLP6 years Service code 29 · EIN 36-1975990 | Legal | $51,975 |
EIDE BAILLY LLP3 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $17,535 |
NEPC, LLC1 year Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $16,631 |
THE BANK OF NEW YORK MELLON5 years Filed as: U.S. BANK Service code 21 · EIN 31-0841368 | Bank Trustee | $10,423 |
Service code 21 · EIN 95-4839031 | Bank Trustee | $7,228 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $33,520-100.0% | $201,416-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 32.7%-32.7pp | 2.1%-2.1pp |
| Annual return | -0.87% | 11.01%-11.9pp | 8.09%-9.0pp | 7.65%-8.5pp |
| Employer contribution / active EE | $4,193 | $13,413-68.7% | $28,732-85.4% | $20,599-79.6% |
| Participant deferral / active EE | $0 | $0 | $7-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $60,136-100.0% | $193-100.0% |