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 CONSULTING5+ years Filed as: AON HEWITT ASSOCIATES Service code 17 · EIN 36-2235791 | Pension Consulting | $243,983 |
Service code 50 · EIN 22-3367558 | Direct Payment | $111,167 |
EARNEST PARTNERS, LLC2 years Filed as: EARNEST PARTNERS Service code 28 · EIN 58-2386699 | Investment Management | $110,166 |
DIAMOND HILL4 years Filed as: DIAMOND HILL CAPITAL MANAGEMENT INC Service code 28 · EIN 31-1019984 | Investment Management | $74,310 |
BAIRD FUNDS5+ years Filed as: ROBERT W. BAIRD Service code 17 · EIN 39-6037917 | Pension Consulting | $48,365 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO Service code 21 · EIN 94-1347393 | Bank Trustee | $35,182 |
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 | $0 | $477,209-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.0%0pp |
| Annual return | 12.50% | 24.77%-12.3pp | -2.84%+15.3pp | 12.86%-0.4pp |
| Employer contribution / active EE | $6,318 | $13,270-52.4% | $33,329-81.0% | $13,687-53.8% |
| Participant deferral / active EE | $0 | $799-100.0% | $51-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $2,475-100.0% | - |