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 |
|---|---|---|
RUSSELL TRUST COMPANY3+ years Filed as: FRANK RUSSELL TRUST COMPANY Service code 28 909 A TACOMA STREET · TACOMA, WA 98402 | Investment Management | $82,915 |
MERCER3+ years Service code 11 1166 AVE OF AMERICAS · NEW YORK, NY 10036 | Actuarial | $70,900 |
Service code 51 390 PLANDOME ROAD · MANHASSET, NY 11039 | Investment Mgmt Fees | $35,183 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET BANK & TRUST Service code 21 801 PENNSYLVANIA AVE · KANSAS CITY, MO 64105 | Bank Trustee | $18,621 |
EQUITABLE ADVISORS LLC3+ years Filed as: EQUITABLE LIFE ASSURANCE Service code 13 350 MADISON STREET · SYRACUSE, NY 13202 | Contract Administrator | $13,823 |
STATE STREET GLOBAL ADVISORS2 years Filed as: SSGA Service code 19 ONE LINCOLN STREET · BOSTON, MA 02111 | Securities Custodian | $12,434 |
BDG-CPAS1 year Filed as: BDG CPA Service code 10 76 NORTH WALNUT STREET · RIDGEWOOD, NJ 07450 | Accounting | $11,750 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $36,166-100.0% | $107,664-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 6.7%-6.7pp | 10.0%-10.0pp | 11.3%-11.3pp |
| Annual return | 10.79% | 10.39%+0.4pp | 337.46%-326.7pp | 10.41%+0.4pp |
| Employer contribution / active EE | $0 | $10,969-100.0% | $20,191-100.0% | $14,691-100.0% |
| Participant deferral / active EE | $0 | $108-100.0% | $30-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $439-100.0% | $1,663-100.0% | $2,646-100.0% |