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 CONSULTING8 years Service code 11 · EIN 36-2235791 | Actuarial | $139,645 |
THE VANGUARD GROUP, INC.10+ years Service code 21 · EIN 23-1945930 | Bank Trustee | $123,411 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES Service code 27 800 FIFTH AVENUE · SEATTLE, WA 98104 | Advisory (Plan) | $19,162 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | - | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 11.0%-11.0pp |
| Annual return | 0.03% | 7.00%-7.0pp | 4.95%-4.9pp | 8.23%-8.2pp |
| Employer contribution / active EE | $17,500 | $13,750+27.3% | $20,917-16.3% | $13,859+26.3% |
| Participant deferral / active EE | $0 | $186-100.0% | $188-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | - | $1,652-100.0% |