See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $394,338 |
AON CONSULTING1 year Filed as: AON INVESTMENTS, INC. Service code 28 · EIN 36-3109431 | Investment Management | $364,298 |
NORTHERN TRUST COMPANY7+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $215,606 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $53,680 |
BDO USA, LLP2 years Service code 10 · EIN 13-5381590 | Accounting | $24,657 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 23 · EIN 58-0513395 | Insurance services; Direct payment fr... | $20,152 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $1,472,696-100.0% | $369,410-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 29.4%-29.4pp | 0.7%-0.7pp |
| Annual return | 6.28% | 10.90%-4.6pp | 8.28%-2.0pp | 13.24%-7.0pp |
| Employer contribution / active EE | $8,434 | $14,619-42.3% | $40,747-79.3% | $14,616-42.3% |
| Participant deferral / active EE | $0 | $0 | $26-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $4,495-100.0% | $4,137-100.0% |