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 |
|---|---|---|
RUSSELL TRUST COMPANY5+ years Filed as: FRANK RUSSELL TRUST CO. Service code 25 · EIN 04-3581074 | Directed Trustee | $645,038 |
AON CONSULTING5+ years Filed as: AON CONSUTLING Service code 11 · EIN 36-3051915 | Actuarial | $461,805 |
ALIGHT SOLUTIONS LLC5+ years Service code 13 · EIN 82-1061233 | Contract Administrator | $4,050 |
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 | $164,233-100.0% | $2,278,297-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 0.0%0pp |
| Annual return | -17.75% | 90.87%-108.6pp | 111.29%-129.0pp | 2.77%-20.5pp |
| Employer contribution / active EE | $11,604 | $19,322-39.9% | $46,003-74.8% | $15,262-24.0% |
| Participant deferral / active EE | $0 | $0 | $62-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $0 | $1,015-100.0% |