Filed June 26, 2018 (most recent of 3 filings on file)
Total covered: 1,252 employees
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 4-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 CONSULTING3+ years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $113,868 |
GENERAL MILLS, INC.2 years Service code 65 · EIN 41-0274440 | Account Maintenance | $44,671 |
THE BANK OF NEW YORK MELLON3+ years Service code 18 · EIN 13-5160382 | Other investment fees and expenses; O... | $33,981 |
Filed as: ONECBIZ, INC. Service code 10 · EIN 20-1128317 | Accounting | $11,818 |
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 | $121,964-100.0% | $107,664-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 30.8%-30.8pp | 10.0%-10.0pp | 45.9%-45.9pp |
| Annual return | 14.09% | 10.73%+3.4pp | 337.46%-323.4pp | 10.21%+3.9pp |
| Employer contribution / active EE | $0 | $31,543-100.0% | $20,191-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $30-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $1,970-100.0% | $1,663-100.0% | $13,518-100.0% |