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 |
|---|---|---|
ROY & ASSOCIATES5+ years Filed as: ROY & ASSOCIATES, INC. Service code 11 · EIN 46-5485762 | Actuarial | $129,512 |
US BANK5+ years Service code 19 · EIN 93-0826646 | Securities Custodian | $32,556 |
Service code 14 · EIN 86-0785790 | Plan Administrator | $29,473 |
HENNINGFIELD & ASSOCIATES, INC.5+ years Service code 10 · EIN 54-2189926 | Accounting | $19,955 |
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.
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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 9.87% | 10.61%-0.7pp | 9.52%+0.3pp | 627.08%-617.2pp |
| Employer contribution / active EE | $2,285 | $21,392-89.3% | $41,951-94.6% | $18,824-87.9% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |