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.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1+ years Filed as: STRATEGIC INVESTMENT GROUP Service code 27 · EIN 52-1540171 | Advisory (Plan) | $59,274 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $49,038 |
SB & COMPANY, LLC1+ years Service code 10 · EIN 20-2153727 | Accounting | $14,535 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST Service code 21 · EIN 36-1561860 | Bank Trustee | $11,883 |
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.
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 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 3.01% | 8.50%-5.5pp | 9.84%-6.8pp | 8.76%-5.7pp |
| Employer contribution / active EE | $0 | $11,009-100.0% | $30,320-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $240-100.0% | $66-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |