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 | $1,511,374 |
AON CONSULTING1 year Filed as: AON Service code 11 · EIN 36-2235791 | Actuarial | $448,317 |
DELOITTE & TOUCHE LLP10+ years Filed as: DELOITTE Service code 10 · EIN 13-3891517 | Accounting | $78,070 |
INVESTOR SCIENCE GROUP1 year Service code 17 45 E 89TH STREET 32B · NEW YORK, NY 10128 | Pension Consulting | $32,326 |
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.
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 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.5%-13.5pp | 0.0%0pp |
| Annual return | 7.46% | 9.09%-1.6pp | 64.50%-57.0pp | 9.09%-1.6pp |
| Employer contribution / active EE | $0 | $9,429-100.0% | $23,990-100.0% | $9,429-100.0% |
| Participant deferral / active EE | $0 | $490-100.0% | $287-100.0% | $490-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |