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 LLP9 years Filed as: DELOITTE CONSULTING LLP Service code 11 · EIN 06-1454513 | Actuarial | $77,484 |
WILMINGTON TRUST10+ years Service code 21 · EIN 51-0055023 | Bank Trustee | $31,795 |
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST COMP Service code 28 · EIN 32-0174431 | Investment Management | $29,117 |
TORRILLO & ASSOCIATES, LLC2 years Service code 10 · EIN 83-0414789 | Accounting | $25,700 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN RETIREMENT SERVICES CO. LLC Service code 15 · EIN 35-2134263 | Recordkeeping | $11,707 |
Filed as: MORGAN, LEWIS, & BOCKIUS, LLP Service code 29 · EIN 23-0891050 | Legal | $6,788 |
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.
Annual investment return 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 | $39,669-100.0% | $334,201-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 26.5%-26.5pp | 43.9%-43.9pp | 11.0%-11.0pp |
| Annual return | -3.63% | 8.11%-11.7pp | 9.84%-13.5pp | 8.23%-11.9pp |
| Employer contribution / active EE | $27,397 | $16,823+62.9% | $30,320-9.6% | $13,859+97.7% |
| Participant deferral / active EE | $0 | $33-100.0% | $66-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $435-100.0% | $53,213-100.0% | $1,652-100.0% |