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 |
|---|---|---|
MERCER4+ years Service code 11 · EIN 13-2834414 | Actuarial | $46,954 |
WILLIS TOWERS WATSON US LLC4+ years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $31,338 |
ERNST & YOUNG LLP4+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565696 | Accounting | $20,700 |
THE BANK OF NEW YORK MELLON4+ years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Fl... | $9,092 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 51 · EIN 36-3109431 | Investment Mgmt Fees | $8,973 |
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.
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 | $159,028-100.0% | $379,314-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 2.9%-2.9pp | 17.4%-17.4pp | 14.6%-14.6pp |
| Annual return | -3.38% | -1.56%-1.8pp | -2.18%-1.2pp | 10.56%-13.9pp |
| Employer contribution / active EE | $38,043 | $15,244+149.6% | $38,751-1.8% | $13,643+178.9% |
| Participant deferral / active EE | $0 | $27-100.0% | $151-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $922-100.0% | $4,180-100.0% | $3,354-100.0% |