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 5-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 |
|---|---|---|
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 19 · EIN 04-2723880 | Securities Custodian | $144,254 |
MERCER3 years Filed as: MERCER US LLC Service code 11 · EIN 13-2834414 | Actuarial | $52,783 |
FID INV INST OPS CO2 years Service code 11 · EIN 04-3532603 | Actuarial | $46,774 |
WIPFLI LLP4+ years Service code 10 · EIN 39-0758449 | Accounting | $18,400 |
FID INV INST OPS CO1 year Filed as: FID INST ASSET MANAGEMENT CO Service code 26 · EIN 20-4659714 | Advisory (Participants) | $15,783 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | -42.42% | 7.96%-50.4pp | 5.17%-47.6pp | 8.76%-51.2pp |
| Employer contribution / active EE | $775 | $15,125-94.9% | $26,422-97.1% | $16,627-95.3% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |