Filed October 4, 2022 (most recent of 5 filings on file)
Total covered: 5 employees
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 7-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 CONSULTING4+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 36-3642411 | Actuarial | $391,443 |
Service code 21 · EIN 75-2403190 | Bank Trustee | $221,815 |
HEWITT ASSOCIATES LLC4+ years Filed as: HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $163,066 |
US BANK4+ years Service code 26 · EIN 31-0841368 | Advisory (Participants) | $106,434 |
KILPATRICK TOWNSEND4+ years Filed as: KILPATRICK TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 | Legal | $17,017 |
STATE STREET GLOBAL ADVISORS3 years Service code 21 1 LINCOLN CENTER · BOSTON, MA 02111 | Bank Trustee | $10,070 |
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.
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 | $3,370,408-100.0% | $161,646-100.0% | $3,370,408-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 1.2%-1.2pp |
| Annual return | 4.72% | 15.47%-10.7pp | 12.93%-8.2pp | 53.27%-48.5pp |
| Employer contribution / active EE | $2,564 | $15,545-83.5% | $35,210-92.7% | $14,774-82.6% |
| Participant deferral / active EE | $0 | $814-100.0% | $458-100.0% | $1,259-100.0% |
| Admin fee / account holder | $0 | $13,289-100.0% | $4,659-100.0% | $13,289-100.0% |