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 |
|---|---|---|
MERCER5 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $124,342 |
MERCER7+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $71,132 |
AXA EQUITABLE LIFE INSURANCE CO7+ years Filed as: AXA EQUITABLE Service code 13 · EIN 13-5570651 | Contract Administrator | $22,263 |
HAM, LANGSTON & BREZINA, LLP2 years Filed as: HAM LANGSTON & BREZINA, LLC Service code 10 · EIN 76-0488495 | Accounting | $13,390 |
Filed as: PRUDENTIAL INSURANCE CO LLC Service code 13 · EIN 22-1211670 | Contract Administrator | $12,529 |
MORNEAU SHEPELL2 years Filed as: MORNEAU SHEPELL LIMITED Service code 13 · EIN 52-1883918 | Contract Administrator | $8,916 |
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.
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 | $95,044-100.0% | $490,804-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 8.4%-8.4pp |
| Annual return | -3.59% | 13.11%-16.7pp | 14.84%-18.4pp | 18.34%-21.9pp |
| Employer contribution / active EE | $0 | $51,257-100.0% | $37,950-100.0% | $14,665-100.0% |
| Participant deferral / active EE | $0 | $247-100.0% | $127-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $9,141-100.0% | $1-100.0% | $9,141-100.0% |