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 CONSULTING3+ years Service code 11 · EIN 22-2232264 | Actuarial | $150,240 |
STATE STREET GLOBAL ADVISORS3+ years Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $57,892 |
STATE STREET GLOBAL ADVISORS3+ years Filed as: STATE STREET RETIREE SERVICES Service code 14 · EIN 04-1867445 | Plan Administrator | $21,124 |
Filed as: STATE STREET BANK & TRUST Service code 25 · EIN 04-1867445 | Directed Trustee | $8,287 |
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 | $198,945-100.0% | $184,886-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 57.2%-57.2pp | 47.1%-47.1pp | 45.9%-45.9pp |
| Annual return | 11.83% | 7.15%+4.7pp | 8.32%+3.5pp | 10.21%+1.6pp |
| Employer contribution / active EE | $152,313 | $38,756+293.0% | $30,793+394.6% | $42,272+260.3% |
| Participant deferral / active EE | $0 | $84-100.0% | $90-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $3,060-100.0% | $2,802-100.0% | $13,518-100.0% |