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 |
|---|---|---|
FID INV INST OPS CO2 years Filed as: FID INST ASSET MGMT CO. Service code 28 · EIN 20-4659714 | Investment Management | $304,707 |
FID INV INST OPS CO1 year Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-2723880 | Pension Consulting | $112,291 |
AON CONSULTING3 years Filed as: AON CONSULTING INC Service code 11 · EIN 22-2232264 | Actuarial | $74,084 |
FORVIS MAZARS, LLP2 years Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $42,128 |
WILMINGTON TRUST2 years Service code 26 · EIN 51-0055023 | Advisory (Participants) | $12,120 |
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 | $0 | $803,298-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 56.4%-56.4pp | 0.0%0pp |
| Annual return | 11.14% | 10.71%+0.4pp | 10.48%+0.7pp | 10.71%+0.4pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $34,979-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $11-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $3,829-100.0% | - |