Filed August 19, 2021 (most recent of 5 filings on file)
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 CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $575,657 |
MERCER4 years Service code 27 · EIN 13-2834414 | Advisory (Plan) | $174,037 |
US BANK1 year Service code 21 · EIN 31-0841368 | Bank Trustee | $48,377 |
THE VANGUARD GROUP, INC.9 years Filed as: VANGUARD Service code 15 · EIN 23-1945930 | Recordkeeping | $25,012 |
DELOITTE & TOUCHE LLP1 year Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $5,805 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.2%-56.2pp | 0.0%0pp |
| Annual return | 0.75% | 9.04%-8.3pp | 5.90%-5.2pp | 9.04%-8.3pp |
| Employer contribution / active EE | $0 | $14,127-100.0% | $24,714-100.0% | $14,127-100.0% |
| Participant deferral / active EE | $0 | $665-100.0% | $644-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |