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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC6+ years Filed as: TOWERS WATSON PENNSYLVANIA INC Service code 11 · EIN 23-1159360 | Actuarial | $45,300 |
TROUTMAN SANDERS LLP6+ years Service code 29 · EIN 58-0946915 | Legal | $41,899 |
MERCER4 years Filed as: MERCER INVESTMENT CONSULTING, LLC Service code 27 · EIN 61-0736136 | Advisory (Plan) | $29,994 |
US BANK6+ years Service code 21 · EIN 31-0841360 | Bank Trustee | $12,278 |
T ROWE PRICE RPS INC6+ years Filed as: TROWE PRICE RPS INC Service code 13 · EIN 52-1714114 | Contract Administrator | $3,029 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $198,586-100.0% | $312,618-100.0% | $198,586-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 31.8%-31.8pp | 13.5%-13.5pp |
| Annual return | 14.58% | 9.42%+5.2pp | 10.03%+4.5pp | 9.29%+5.3pp |
| Employer contribution / active EE | $3,514 | $18,905-81.4% | $38,789-90.9% | $15,168-76.8% |
| Participant deferral / active EE | $0 | $0 | $74-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $2,037-100.0% | $4,182-100.0% | $2,037-100.0% |