Filed April 2, 2024
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 CONSULTING10+ years Service code 11 · EIN 22-2232264 | Actuarial | $502,422 |
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $291,310 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $74,927 |
FREED MAXICK CPAS PC1 year Filed as: FREED MAXICK Service code 10 · EIN 45-4051133 | Accounting | $16,200 |
Filed as: BOND, SCHOENECK & KING PLLC Service code 29 · EIN 27-0015651 | Legal | $11,879 |
Service code 49 · EIN 16-1530224 | Other Services | $9,733 |
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.
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 | $158,848-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.3%-13.3pp | 0.0%0pp |
| Annual return | 8.83% | 9.22%-0.4pp | 9.49%-0.7pp | 9.22%-0.4pp |
| Employer contribution / active EE | $0 | $13,567-100.0% | $24,351-100.0% | $13,567-100.0% |
| Participant deferral / active EE | $0 | $575-100.0% | $28-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |