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 |
|---|---|---|
XEROX CORPORATION2+ years Service code 36 · EIN 16-0468020 | Direct payment from the plan; Other s... | $4,156,737 |
AON CONSULTING2+ years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $590,482 |
VERIZON COMMUNICATIONS INC.2+ years Filed as: VERIZON COMMUNICATIONS INC Service code 13 · EIN 23-2259884 | Contract Administrator | $424,535 |
DATABANK IMX LLC2+ years Service code 15 · EIN 25-1921937 | Recordkeeping | $165,482 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO & CO Service code 13 · EIN 94-1347393 | Contract Administrator | $163,063 |
MITCHELL & TITUS, LLP2+ years Service code 10 · EIN 13-2781641 | Accounting | $30,175 |
Service code 29 · EIN 86-0095078 | Legal | $25,795 |
DUANE MORRIS LLP2+ years Service code 29 · EIN 23-1392502 | Legal | $23,466 |
AYCO2+ years Filed as: THE AYCO COMPANY LP Service code 16 · EIN 33-1187432 | Consulting | $10,921 |
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.
Form 5500 reported that benefits due were not provided when due.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $40,289-100.0% | $18,392,177-100.0% | $40,289-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 37.5%-37.5pp | 4.2%-4.2pp |
| Annual return | 2.04% | 10.64%-8.6pp | 3.99%-2.0pp | 10.64%-8.6pp |
| Employer contribution / active EE | $65,732 | $11,561+468.6% | $38,279+71.7% | $11,561+468.6% |
| Participant deferral / active EE | $0 | $347-100.0% | $386-100.0% | $347-100.0% |
| Admin fee / account holder | $0 | $312-100.0% | $140,034-100.0% | $312-100.0% |