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 7-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 |
|---|---|---|
PIERCE ATWOOD LLP1 year Service code 14 · EIN 01-0190452 | Plan Administrator | $357,053 |
BAILEY & EHRENBERG PLLC1 year Service code 29 · EIN 74-3130036 | Legal | $329,236 |
Service code 11 · EIN 38-1691268 | Actuarial | $152,981 |
MERCER2+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $129,301 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA, N.A. Service code 21 · EIN 94-1687665 | Bank Trustee | $58,275 |
CALIBRE CPA GROUP PLLC1 year Filed as: CALIBRE CPA GROUP Service code 10 · EIN 47-0900880 | Accounting | $10,355 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $212,470-100.0% | $428,620-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 52.4%-52.4pp | 46.0%-46.0pp | 47.4%-47.4pp |
| Annual return | 2.10% | 21.43%-19.3pp | 20.73%-18.6pp | 12.16%-10.1pp |
| Employer contribution / active EE | $0 | $39,469-100.0% | $36,500-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $80-100.0% | $77-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $5,476-100.0% | $7,495-100.0% | $17,640-100.0% |