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 |
|---|---|---|
FORVIS MAZARS, LLP4 years Filed as: FORVIS WEALTH ADVISORS, LLC Service code 17 · EIN 43-1815436 910 E ST LOUIS STREET, SUITE 400 · SPRINGFIELD, MO 658062570 | Pension Consulting | $69,063 |
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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 17.1%-17.1pp | 0.0%0pp | 17.1%-17.1pp |
| Annual return | 13.02% | 9.82%+3.2pp | 2.33%+10.7pp | 9.82%+3.2pp |
| Employer contribution / active EE | $28,846 | $13,587+112.3% | $34,323-16.0% | $13,587+112.3% |
| Participant deferral / active EE | $0 | $81-100.0% | $124-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |