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 CONSULTING1 year Filed as: AON CONSULTING INC (NJ) Service code 17 · EIN 22-2232264 | Pension Consulting | $571,285 |
Service code 14 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Plan Administrator | $127,624 |
Filed as: BESSEMER INVESTMENT MANAGEMENT LLC Service code 28 100 WOODBRIDGE CENTER DRIVE · WOODBRIDGE, NJ 070951191 | Investment Management | $35,526 |
STRAITS PROGRAM FEE1 year Service code 27 311 S. WACKER DRIVE · CHICAGO, IL 60606 | Advisory (Plan) | $25,844 |
Filed as: J.P. MORGAN WEALTH MANAGEMENT Service code 27 21 S. CLARK ST., FLOOR 32 · CHICAGO, IL 60603 | Advisory (Plan) | $21,009 |
VERBATIM SOLUTIONS LLC1 year Service code 14 5200 S HIGHLAND DRIVE · SALT LAKE CITY, UT 84117 | Plan Administrator | $12,305 |
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.
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 | $169,426-100.0% | $163,428-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 3.2%-3.2pp | 16.1%-16.1pp | 12.4%-12.4pp |
| Annual return | 9.52% | 8.88%+0.6pp | 9.36%+0.2pp | 9.89%-0.4pp |
| Employer contribution / active EE | $6,522 | $15,976-59.2% | $31,270-79.1% | $14,313-54.4% |
| Participant deferral / active EE | $0 | $621-100.0% | $263-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $8,087-100.0% | $9,460-100.0% | $9,084-100.0% |