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 |
|---|---|---|
DELOITTE & TOUCHE LLP8 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $49,400 |
Service code 10 · EIN 83-0414789 | Accounting | $25,850 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST COMP Service code 28 · EIN 32-0174431 | Investment Management | $17,592 |
LINCOLN NATIONAL CORPORATION4 years Filed as: LINCOLN RETIREMENT SERVICES CO. LLC Service code 15 · EIN 35-2134263 | Recordkeeping | $15,865 |
WILMINGTON TRUST9+ years Service code 21 · EIN 51-0055023 | Bank Trustee | $8,488 |
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 | $37,118-100.0% | $250,986-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.6%-50.6pp | 12.4%-12.4pp |
| Annual return | 9.07% | 10.14%-1.1pp | 32.30%-23.2pp | 9.89%-0.8pp |
| Employer contribution / active EE | $10,946 | $16,231-32.6% | $33,955-67.8% | $14,313-23.5% |
| Participant deferral / active EE | $0 | $27-100.0% | $43-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |