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 CONSULTING7 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $439,646 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $242,856 |
AON CONSULTING4 years Filed as: AON INVESTMENTS, INC. Service code 28 · EIN 36-3109431 | Investment Management | $238,151 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 17 · EIN 53-0181291 | Pension Consulting | $175,760 |
Service code 27 · EIN 13-3200244 | Advisory (Plan) | $61,218 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $37,552 |
Filed as: PRUDENTIAL BANK & TRUST COMPANY Service code 23 · EIN 58-0513395 | Insurance services; Direct payment fr... | $27,656 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 1.15% | 3.90%-2.8pp | 8.57%-7.4pp | 8.76%-7.6pp |
| Employer contribution / active EE | $0 | $12,005-100.0% | $33,010-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |