Filed August 11, 2023
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 CONSULTING2 years Filed as: AON INVESTMENTS USA INC. Service code 28 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Investment Management | $125,464 |
WILLIS TOWERS WATSON US LLC5 years Filed as: TOWERS WATSON DELAWARE INC. Service code 11 · EIN 83-0181291 | Actuarial | $68,460 |
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 21 · EIN 42-1558009 | Bank Trustee | $58,066 |
GRANT THORNTON LLP6+ years Service code 10 · EIN 36-6055558 | Accounting | $23,675 |
Filed as: RYAN ALM,INC. Service code 27 500 OCEAN TRAIL WAY · JUPITER, FL 33477 | Advisory (Plan) | $12,727 |
US BANK1 year Filed as: US BANK NATIONAL ASSOCIATION Service code 21 · EIN 41-0255900 | Bank Trustee | $6,462 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $263,436-100.0% | $305,030-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 47.8%-47.8pp | 44.7%-44.7pp | 43.0%-43.0pp |
| Annual return | 6.88% | 288.76%-281.9pp | 380.66%-373.8pp | 259.13%-252.3pp |
| Employer contribution / active EE | $83,333 | $47,316+76.1% | $45,083+84.8% | $41,469+101.0% |
| Participant deferral / active EE | $0 | $279-100.0% | $272-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $13,313-100.0% | $12,800-100.0% | $21,546-100.0% |