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 |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $610,077 |
MORGAN STANLEY SMITH BARNEY4 years Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $119,815 |
THE BANK OF NEW YORK MELLON4 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $74,622 |
GRANT THORNTON LLP2 years Service code 10 · EIN 36-6055558 | Accounting | $39,000 |
GOLDMAN SACHS11+ years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $33,752 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $417,905-100.0% | - | $417,905-100.0% |
| Participation rate | 0.0% | 39.2%-39.2pp | 0.0%0pp | 39.2%-39.2pp |
| Annual return | -5.92% | 4.45%-10.4pp | 5.19%-11.1pp | 13.91%-19.8pp |
| Employer contribution / active EE | $0 | $45,715-100.0% | $38,911-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $0 | $0 | $94-100.0% |
| Admin fee / account holder | $0 | $41,846-100.0% | - | $41,846-100.0% |