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 CONSULTING6 years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $208,383 |
KPMG LLP7+ years Service code 10 · EIN 13-5565207 | Accounting | $30,500 |
IVINS, PHILLIPS & BARKER7+ years Filed as: IVINS, PHILLIPS AND BARKER, CHTD Service code 29 · EIN 52-1229560 | Legal | $10,930 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET BANK & TRUST Service code 15 · EIN 04-1867445 | Recordkeeping | $8,000 |
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 | $14,823-100.0% | $220,551-100.0% | $95,044-100.0% |
| Participation rate | 0.0% | 2.5%-2.5pp | 8.7%-8.7pp | 8.4%-8.4pp |
| Annual return | 8.61% | 11.70%-3.1pp | 7.32%+1.3pp | 18.34%-9.7pp |
| Employer contribution / active EE | $0 | $9,106-100.0% | $23,426-100.0% | $14,665-100.0% |
| Participant deferral / active EE | $0 | $39-100.0% | $107-100.0% | $70-100.0% |
| Admin fee / account holder | $0 | $205-100.0% | $9,522-100.0% | $9,141-100.0% |