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 10-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 CONSULTING7+ years Service code 11 · EIN 22-2232264 | Actuarial | $75,267 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $47,071 |
THE BANK OF NEW YORK MELLON7+ years Service code 18 · EIN 13-5160382 | Trustee (individual); Custodial (othe... | $14,649 |
WITHUMSMITH+BROWN, PC7+ years Filed as: RUBIN BROWN LLP Service code 10 · EIN 43-0765316 | Accounting | $14,100 |
DEGANN CONSULTING, LLC7+ years Service code 16 57 EAST 74TH ST · NEW YORK, NY 10021 | Consulting | $7,600 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $67,261-100.0% | $220,551-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 8.7%-8.7pp | 3.6%-3.6pp |
| Annual return | 8.93% | 8.91%0pp | 7.32%+1.6pp | 11.84%-2.9pp |
| Employer contribution / active EE | $3,354 | $8,713-61.5% | $23,426-85.7% | $17,339-80.7% |
| Participant deferral / active EE | $0 | $675-100.0% | $107-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $892-100.0% | $9,522-100.0% | $409-100.0% |