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 CONSULTING9+ years Service code 11 · EIN 22-2232264 | Actuarial | $215,835 |
AON CONSULTING9+ years Filed as: AON HEWITT Service code 11 · EIN 36-3109431 | Actuarial | $155,317 |
PETER CHANG ENTERPRISES, INC.9+ years Filed as: PETER CHISWICK Service code 14 · EIN 36-2167034 | Plan Administrator | $56,737 |
BMO HARRIS BANK NA9+ years Filed as: BMO HARRIS BANK N.A. Service code 14 · EIN 39-1186267 | Plan Administrator | $26,838 |
BAKER TILLY US, LLP4 years Service code 10 · EIN 39-0859910 | Accounting | $20,360 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $92,238-100.0% | $163,428-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 16.1%-16.1pp | 2.3%-2.3pp |
| Annual return | 13.10% | 7.85%+5.3pp | 9.36%+3.7pp | 37.74%-24.6pp |
| Employer contribution / active EE | $15,734 | $16,947-7.2% | $31,270-49.7% | $15,781-0.3% |
| Participant deferral / active EE | $0 | $3,293-100.0% | $263-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $1,044-100.0% | $9,460-100.0% | $9,287-100.0% |