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 8-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 |
|---|---|---|
Service code 11 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Actuarial | $60,778 |
CAPFINANCIAL PARTNERS LLC2 years Service code 28 4208 SIX FORKS ROAD #1700 · RALEIGH, NC 27609 | Investment Management | $45,168 |
TORRILLO & ASSOCIATES, LLC2 years Service code 10 · EIN 83-0414789 | Accounting | $20,500 |
Filed as: FIFTH THIRD BANK Service code 21 · EIN 31-0676865 | Bank Trustee | $7,390 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $3,299,877-100.0% | $101,802-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 7.1%-7.1pp | 2.3%-2.3pp |
| Annual return | 13.70% | 8.08%+5.6pp | 9.51%+4.2pp | 37.74%-24.0pp |
| Employer contribution / active EE | $0 | $9,541-100.0% | $23,377-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $616-100.0% | $14-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $769-100.0% | $9,287-100.0% |