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 9-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 |
|---|---|---|
FID INV INST OPS CO8+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-2723880 | Pension Consulting | $89,076 |
FID INV INST OPS CO2 years Filed as: FID INST ASSET MGMT CO Service code 28 · EIN 20-4659714 | Investment Management | $43,266 |
Filed as: BUCK/CONDUENT CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $36,209 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $398,892-100.0% | $398,892-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 64.6%-64.6pp | 54.1%-54.1pp | 55.8%-55.8pp |
| Annual return | 7.42% | 8.32%-0.9pp | 8.55%-1.1pp | 24.42%-17.0pp |
| Employer contribution / active EE | $40,190 | $40,973-1.9% | $37,109+8.3% | $41,338-2.8% |
| Participant deferral / active EE | $0 | $20-100.0% | $18-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $77,551-100.0% | $77,551-100.0% | $22,079-100.0% |