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 |
|---|---|---|
STRATEGIC ADVISORS, INC.6 years Filed as: STRATEGIC INVESTMENT GROUP Service code 27 · EIN 52-1540171 | Advisory (Plan) | $287,976 |
MERCER2 years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $87,800 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $59,188 |
Filed as: THE JOHNS HOPKINS HEALTH SYSTEM Service code 14 · EIN 52-1455301 | Plan Administrator | $42,000 |
SB & COMPANY, LLC10+ years Filed as: SB AND COMPANY, LLC Service code 10 · EIN 20-2153727 | Accounting | $19,508 |
ALL PLANS CONSULTING PLAN3 years Filed as: ALL PLANS CONSULTING Service code 16 · EIN 36-4109480 | Consulting | $9,637 |
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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $414,698-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 46.8%-46.8pp | 0.0%0pp |
| Annual return | 7.74% | 9.22%-1.5pp | 8.80%-1.1pp | 9.22%-1.5pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $29,429-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $58-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $10,933-100.0% | - |