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 |
|---|---|---|
AON CONSULTING9+ years Filed as: AON HEWITT Service code 11 · EIN 36-2235791 | Actuarial | $447,295 |
AON CONSULTING9+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $210,348 |
Filed as: PARAMETRIC CLIFTON Service code 28 · EIN 20-0292745 | Investment Management | $84,865 |
SSBT6 years Service code 28 ONE LINCOLN STREET · BOSTON, MA 02111 | Investment Management | $59,468 |
STATE STREET GLOBAL ADVISORS7 years Filed as: SSGA Service code 28 · EIN 04-1867445 | Investment Management | $18,619 |
CLIFTONLARSONALLEN LLP8 years Service code 10 · EIN 41-0746749 | Accounting | $14,175 |
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.
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 | $9,556,684-100.0% | $2,703,652-100.0% | $9,556,684-100.0% |
| Participation rate | 0.0% | 2.4%-2.4pp | 7.7%-7.7pp | 2.4%-2.4pp |
| Annual return | 10.16% | 22.81%-12.7pp | 6.73%+3.4pp | 22.81%-12.7pp |
| Employer contribution / active EE | $0 | $18,290-100.0% | $34,949-100.0% | $18,290-100.0% |
| Participant deferral / active EE | $0 | $603-100.0% | $86-100.0% | $603-100.0% |
| Admin fee / account holder | $0 | $85,222-100.0% | - | $85,222-100.0% |