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 |
|---|---|---|
DRS1+ years Service code 14 · EIN 13-2632319 | Plan Administrator | $116,925 |
AON CONSULTING1+ years Service code 11 · EIN 23-2293237 | Actuarial | $97,293 |
HEWITT ASSOCIATES LLC1+ years Filed as: HEWITT ENNISKNUPP Service code 18 · EIN 27-2436452 | Direct payment from the plan; Investm... | $33,046 |
DEGANN CONSULTING, LLC1+ years Service code 16 57 EAST 74TH ST · NEW YORK, NY 10021 | Consulting | $23,091 |
THE BANK OF NEW YORK MELLON1+ years Service code 21 · EIN 13-5160382 | Bank Trustee | $14,415 |
WITHUMSMITH+BROWN, PC1+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $10,100 |
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 | $122,655-100.0% | $522,682-100.0% | $222,458-100.0% |
| Participation rate | 0.0% | 41.4%-41.4pp | 12.6%-12.6pp | 48.7%-48.7pp |
| Annual return | -4.08% | -5.77%+1.7pp | -3.43%-0.7pp | -2.16%-1.9pp |
| Employer contribution / active EE | $55,714 | $38,102+46.2% | $25,607+117.6% | $42,957+29.7% |
| Participant deferral / active EE | $0 | $0 | $77-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $6,725-100.0% | $13,511-100.0% | $12,572-100.0% |