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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $41,638 |
MERCER5+ years Service code 11 · EIN 13-2834414 | Actuarial | $35,106 |
ERNST & YOUNG LLP5+ years Filed as: ERNST & YOUNG Service code 10 · EIN 34-6565696 | Accounting | $21,500 |
THE BANK OF NEW YORK MELLON5+ years Service code 18 · EIN 13-5160382 | Float revenue; Direct payment from th... | $8,674 |
AON CONSULTING4 years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 51 · EIN 36-3109431 | Investment Mgmt Fees | $7,391 |
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 | $5,399,274-100.0% | $568,132-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.0%-21.0pp | 13.0%-13.0pp |
| Annual return | 15.70% | 12.98%+2.7pp | 14.64%+1.1pp | 13.59%+2.1pp |
| Employer contribution / active EE | $150,000 | $16,363+816.7% | $41,831+258.6% | $14,592+928.0% |
| Participant deferral / active EE | $0 | $94-100.0% | $200-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $548,767-100.0% | $36,942-100.0% | $29,657-100.0% |