Filed November 2, 2022 (most recent of 9 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 |
|---|---|---|
Service code 28 · EIN 04-2647786 | Investment Management | $977,802 |
AON CONSULTING8 years Filed as: AON CONSULTING INC. Service code 11 · EIN 36-2235791 | Actuarial | $224,069 |
CALLAN LLC3 years Service code 27 ONE BUSH STREET SUITE 700 · SAN FRANCISCO, CA 94104 | Advisory (Plan) | $128,000 |
BLACKROCK1 year Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 28 · EIN 94-3112180 | Investment Management | $80,934 |
THOMPSON HINE6 years Filed as: THOMPSON HINE LLP Service code 29 · EIN 34-0575300 | Legal | $17,738 |
MEADEN & MOORE, LTD.8 years Service code 10 · EIN 34-1818258 | Accounting | $6,550 |
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.
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 17.2%-17.2pp | 0.0%0pp |
| Annual return | 3.36% | 9.04%-5.7pp | 44.37%-41.0pp | 9.04%-5.7pp |
| Employer contribution / active EE | $0 | $14,127-100.0% | $36,004-100.0% | $14,127-100.0% |
| Participant deferral / active EE | $0 | $665-100.0% | $159-100.0% | $665-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |