Filed October 31, 2019
Total covered: 1,232 employees
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 |
|---|---|---|
Filed as: FIDELITY Service code 15 · EIN 04-2647786 | Recordkeeping | $1,792,547 |
AON CONSULTING1 year Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $931,981 |
DELOITTE & TOUCHE LLP10+ years Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $78,070 |
Filed as: FIDUCIARY COUNSELORS Service code 17 700 12TH STREET NW SUITE 700 · WASHINGTON, DC 20005 | Pension Consulting | $63,835 |
INVESTOR SOLUTIONS INC.1 year Filed as: INVESTOR SCIENCE GROUP Service code 17 45 E 89TH STREET #32B · NEW YORK, NY 10128 | Pension Consulting | $61,799 |
K&L GATES1 year Service code 29 · EIN 25-0921018 | Legal | $58,032 |
Service code 27 · EIN 13-5160382 | Advisory (Plan) | $5,875 |
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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 7.97% | 9.57%-1.6pp | 52.39%-44.4pp | 9.57%-1.6pp |
| Employer contribution / active EE | $38,148 | $8,891+329.1% | $23,486+62.4% | $8,891+329.1% |
| Participant deferral / active EE | $0 | $333-100.0% | $224-100.0% | $333-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |