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 9-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 |
|---|---|---|
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MGMT COMPANY Service code 28 · EIN 33-0629048 | Investment Management | $85,960 |
AON CONSULTING3+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 36-3109431 | Investment Management | $31,239 |
Service code 10 · EIN 76-0448495 | Accounting | $14,538 |
NORTHERN TRUST COMPANY3+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $11,224 |
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 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 | $463,922-100.0% | $463,922-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 17.6%-17.6pp | 46.4%-46.4pp |
| Annual return | -6.54% | 102.70%-109.2pp | 60.62%-67.2pp | -82.66%+76.1pp |
| Employer contribution / active EE | $0 | $92,270-100.0% | $61,657-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $356-100.0% | $288-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $23-100.0% | $23-100.0% | $11,204-100.0% |