Filed September 28, 2015 (most recent of 2 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 CONSULTING8 years Filed as: AON HEWITT INVESTMENT Service code 11 · EIN 36-3109431 | Actuarial | $590,887 |
THE BANK OF NEW YORK MELLON7 years Service code 21 · EIN 13-5160382 | Bank Trustee | $59,381 |
BAKER TILLY US, LLP5 years Service code 10 · EIN 30-1413443 | Accounting | $25,200 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 3.51% | 10.71%-7.2pp | 2.33%+1.2pp | 10.71%-7.2pp |
| Employer contribution / active EE | $78,865 | $14,986+426.3% | $34,323+129.8% | $14,986+426.3% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $124-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |