Filed October 17, 2019 (most recent of 5 filings on file)
Total covered: 105 employees
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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING2+ years Service code 17 · EIN 22-2232264 | Pension Consulting | $163,585 |
AON CONSULTING2+ years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $69,550 |
BENNETT THRASHER LLP2+ years Service code 10 · EIN 58-1673613 | Accounting | $28,613 |
SEYFARTH SHAW LLP2+ years Service code 29 · EIN 36-2152202 | Legal | $25,381 |
US BANK1 year Service code 15 · EIN 31-0841368 | Recordkeeping | $21,691 |
BLACKSTONE1 year Filed as: BLACKSTONE CITCO Service code 15 · EIN 02-1427268 | Recordkeeping | $5,358 |
THE TOWNSEND GROUP1 year Filed as: TOWNSEND GROUP Service code 50 · EIN 34-1537656 | Direct Payment | $5,187 |
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.
Employer contribution per participant 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 | $36,224-100.0% | $803,298-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 2.1%-2.1pp | 56.4%-56.4pp | 2.1%-2.1pp |
| Annual return | 10.21% | 9.14%+1.1pp | 10.48%-0.3pp | 9.14%+1.1pp |
| Employer contribution / active EE | $6,360 | $19,963-68.1% | $34,979-81.8% | $19,963-68.1% |
| Participant deferral / active EE | $0 | $919-100.0% | $11-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $3,829-100.0% | $200-100.0% |