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 |
|---|---|---|
USI CONSULTING GROUP9+ years Service code 11 · EIN 06-1053228 | Actuarial | $76,883 |
Filed as: PRINCIPAL CUSTODY SOLUTIONS Service code 25 · EIN 42-0127290 | Directed Trustee | $62,949 |
FIDUCIENT ADVISORS LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $40,074 |
SLC MANAGEMENT4 years Filed as: SUN LIFE CAPITAL MANAGEMENT Service code 28 · EIN 68-0635051 | Investment Management | $23,656 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $13,440 |
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 | $110,547-100.0% | $102,492-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 17.2%-17.2pp | 12.2%-12.2pp | 44.0%-44.0pp |
| Annual return | 7.61% | 3.51%+4.1pp | 5.17%+2.4pp | 13.05%-5.4pp |
| Employer contribution / active EE | $405,800 | $33,893+1097.3% | $26,422+1435.8% | $37,639+978.1% |
| Participant deferral / active EE | $0 | $43-100.0% | $78-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $22,109-100.0% | $16,625-100.0% | $30,864-100.0% |