See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 18 · EIN 81-4017137 | Custodial (securities); Custodial (ot... | $84,620 |
AON CONSULTING1 year Filed as: AON HEWITT INV CONSULTANT, INC Service code 11 · EIN 22-2232264 | Actuarial | $69,023 |
BAKER NEWMAN NOYES1 year Filed as: BAKER NEWMAN & NOYES, LLC Service code 10 · EIN 01-0494526 | Accounting | $9,982 |
Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $7,212 |
See 1 actuary disclosure. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return 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.
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,197-100.0% | $221,583-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 4.7%-4.7pp |
| Annual return | -7.93% | -4.38%-3.6pp | -6.55%-1.4pp | -0.69%-7.2pp |
| Employer contribution / active EE | $0 | $18,756-100.0% | $21,653-100.0% | $16,786-100.0% |
| Participant deferral / active EE | $0 | $720-100.0% | $160-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,920-100.0% | $124-100.0% |