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 4-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 CONSULTING2+ years Service code 28 · EIN 22-2232264 | Investment Management | $2,902,440 |
ALIGHT SOLUTIONS LLC2+ years Service code 28 · EIN 82-1061233 | Investment Management | $1,644,904 |
FOLEY & LARDNER LLP2+ years Filed as: FOLEY & LARDNER Service code 29 · EIN 39-0473800 | Legal | $219,339 |
WIPFLI LLP2+ years Service code 10 · EIN 39-0758449 | Accounting | $54,250 |
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.
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 | $229,060-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 27.3%-27.3pp | 0.0%0pp |
| Annual return | 15.88% | 5230.06%-5214.2pp | 7.48%+8.4pp | 5230.06%-5214.2pp |
| Employer contribution / active EE | $0 | $10,491-100.0% | $39,603-100.0% | $10,491-100.0% |
| Participant deferral / active EE | $0 | $460-100.0% | $172-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $1,197-100.0% | - |