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 |
|---|---|---|
Filed as: VOYA INVESTMENT TRUST COMPANY Service code 13 · EIN 06-1440627 | Contract Administrator | $170,351 |
RAYMOND JAMES FINANCIAL SERVICES1+ years Filed as: RAYMOND JAMES FINANCIAL Service code 26 · EIN 59-1237041 | Advisory (Participants) | $66,000 |
Filed as: PRUDENTIAL RETIREMENT & ANNUITY Service code 13 · EIN 06-1050034 | Contract Administrator | $45,590 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $31,366 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -1.72% | -0.81%-0.9pp | -2.90%+1.2pp | 2.81%-4.5pp |
| Employer contribution / active EE | $29,841 | $22,644+31.8% | $27,990+6.6% | $16,358+82.4% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |