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 |
|---|---|---|
ALIGHT SOLUTIONS LLC7 years Service code 11 · EIN 36-2235791 | Actuarial | $130,639 |
COZEN O'CONNOR1 year Filed as: COZEN O'CONNOR ATTORNEYS Service code 29 · EIN 23-1732832 | Legal | $69,968 |
WARREN AVERETT, LLC8 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437 | Accounting | $13,000 |
NORTHERN TRUST COMPANY6 years Service code 25 · EIN 36-1561860 | Directed Trustee | $6,730 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $338,187-100.0% | - | $338,187-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 44.0%-44.0pp |
| Annual return | -4.08% | -0.41%-3.7pp | 4.95%-9.0pp | 13.05%-17.1pp |
| Employer contribution / active EE | $0 | $23,590-100.0% | $20,917-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $163-100.0% | $188-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $30,864-100.0% | - | $30,864-100.0% |