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 |
|---|---|---|
MERCER1 year Filed as: MERCER INVESTMENT LLC Service code 11 · EIN 30-0282430 | Actuarial | $146,148 |
MERCER10+ years Filed as: MERCER (US) INC. Service code 51 · EIN 61-0736136 | Investment Mgmt Fees | $60,512 |
Filed as: MCCONNELL & JONES, LLP Service code 10 · EIN 76-0488832 | Accounting | $24,037 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST CUSTODY Service code 15 · EIN 36-1561860 | Recordkeeping | $5,306 |
MORNEAU SHEPELL1 year Filed as: TELUS HEALTH Service code 14 · EIN 52-1883918 | Plan Administrator | $5,137 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,814-100.0% | $124,814-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 44.4%-44.4pp | 22.2%-22.2pp | 44.0%-44.0pp |
| Annual return | 2.05% | 8.43%-6.4pp | 10.54%-8.5pp | 13.05%-11.0pp |
| Employer contribution / active EE | $71,189 | $31,386+126.8% | $26,782+165.8% | $37,639+89.1% |
| Participant deferral / active EE | $0 | $43-100.0% | $122-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $129-100.0% | $129-100.0% | $30,864-100.0% |