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 |
|---|---|---|
DIVERSIFIED TRUST COMPANY10+ years Service code 21 6075 POPLAR AVENUE, SUITE 850 · MEMPHIS, TN 38119 | Bank Trustee | $76,861 |
PENCHECKS2 years Filed as: PENCHECKS TRUST Service code 15 8580 LA MESA BOULEVARD, SUITE 101 · LA MESA, CA 91942 | Recordkeeping | $10,296 |
EARNEST PARTNERS, LLC1 year Filed as: EARNEST PARTNERS Service code 22 1180 PEACHTREE ST NE #2300 · ATLANTA, GA 30309 | Insurance Broker | $8,677 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $425,512-100.0% | $414,698-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 53.2%-53.2pp | 46.8%-46.8pp | 39.2%-39.2pp |
| Annual return | 9.19% | 8.74%+0.5pp | 8.80%+0.4pp | 13.91%-4.7pp |
| Employer contribution / active EE | $275,000 | $30,619+798.1% | $29,429+834.5% | $35,282+679.4% |
| Participant deferral / active EE | $0 | $60-100.0% | $58-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $11,649-100.0% | $10,933-100.0% | $41,846-100.0% |