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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY MANAGEMENT TRUST CO Service code 15 · EIN 04-3275867 | Recordkeeping | $811,061 |
THE BANK OF NEW YORK MELLON10+ years Service code 17 · EIN 13-5160382 | Pension Consulting | $91,182 |
MERCER10+ years Filed as: MERCER HUMAN RESOURCES CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $84,708 |
MOSS ADAMS LLP5 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $23,625 |
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.
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 | $36,224-100.0% | $158,848-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 13.3%-13.3pp | 2.1%-2.1pp |
| Annual return | 5.08% | 9.14%-4.1pp | 9.49%-4.4pp | 9.14%-4.1pp |
| Employer contribution / active EE | $0 | $19,963-100.0% | $24,351-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $919-100.0% | $28-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | - | $200-100.0% |