Filed January 31, 2023 (most recent of 6 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.
| Provider | Service type | Compensation |
|---|---|---|
ALIGHT SOLUTIONS LLC1+ years Service code 16 · EIN 82-1061233 | Consulting | $1,680,815 |
AON CONSULTING1+ years Filed as: AON INVESTMENT USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $987,500 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATE Service code 28 · EIN 20-0292745 | Investment Management | $391,501 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $258,431 |
AON CONSULTING1+ years Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $256,445 |
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 28 · EIN 22-2290303 | Investment Management | $207,642 |
Filed as: LEGALINK A MERRILL COMPANY Service code 28 · EIN 20-2665382 | Investment Management | $133,398 |
PRISA III1+ years Service code 28 · EIN 26-0483199 | Investment Management | $100,338 |
BAKER & HOSTETLER LLP1+ years Service code 29 · EIN 34-0082025 | Legal | $93,846 |
THE SEGAL COMPANY1+ years Filed as: SIBSON CONSULTING Service code 11 · EIN 13-1835864 | Actuarial | $93,685 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | 4086.24% | 33.11%+4053.1pp | 7.70%+4078.5pp | 33.11%+4053.1pp |
| Employer contribution / active EE | $0 | $9,000-100.0% | $28,478-100.0% | $9,000-100.0% |
| Participant deferral / active EE | $0 | $680-100.0% | $49-100.0% | $680-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |