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 CONSULTING2 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $39,488 |
DEGANN CONSULTING, LLC6+ years Service code 16 57 EAST 74TH ST · NEW YORK, NY 10021 | Consulting | $32,000 |
WITHUMSMITH+BROWN, PC6+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $10,500 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 27-2436452 | Advisory (Plan) | $5,608 |
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 | $212,469-100.0% | $477,209-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 29.4%-29.4pp | 10.2%-10.2pp | 43.0%-43.0pp |
| Annual return | 7.38% | -14.68%+22.1pp | -2.84%+10.2pp | 259.13%-251.8pp |
| Employer contribution / active EE | $247,784 | $47,728+419.2% | $33,329+643.5% | $41,469+497.5% |
| Participant deferral / active EE | $0 | $1-100.0% | $51-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $3,190-100.0% | $2,475-100.0% | $21,546-100.0% |