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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT CONSULTING Service code 28 · EIN 27-2436452 | Investment Management | $330,290 |
AON CONSULTING1 year Service code 10 · EIN 22-2232264 | Accounting | $184,833 |
Service code 18 · EIN 13-5160382 | Custodial (other than securities); Di... | $51,012 |
KILPATRICK TOWNSEND4+ years Filed as: KILPATRICK, TOWNSEND Service code 29 · EIN 58-0511774 | Legal | $9,250 |
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.
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 | $37,197-100.0% | $280,855-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.6%-21.6pp | 4.7%-4.7pp |
| Annual return | -7.48% | -1.43%-6.0pp | -0.70%-6.8pp | -0.69%-6.8pp |
| Employer contribution / active EE | $7,919 | $25,105-68.5% | $28,903-72.6% | $16,786-52.8% |
| Participant deferral / active EE | $0 | $869-100.0% | $148-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $1,852-100.0% | $124-100.0% |