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 CONSULTING4+ years Filed as: AON HEWITT INVESTMENT CONSULTING Service code 16 · EIN 36-3109431 | Consulting | $525,389 |
THE BANK OF NEW YORK MELLON4+ years Filed as: BNY MELLON Service code 21 · EIN 13-5160382 | Bank Trustee | $190,652 |
AON CONSULTING1 year Filed as: AON CONSULTING INC. Service code 16 · EIN 22-2232264 | Consulting | $100,871 |
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 | $337,865-100.0% | $346,182-100.0% | $254,542-100.0% |
| Participation rate | 0.0% | 56.9%-56.9pp | 52.1%-52.1pp | 47.4%-47.4pp |
| Annual return | 11.14% | 12.82%-1.7pp | 13.48%-2.3pp | 12.16%-1.0pp |
| Employer contribution / active EE | $0 | $49,622-100.0% | $47,067-100.0% | $44,746-100.0% |
| Participant deferral / active EE | $0 | $174-100.0% | $200-100.0% | $170-100.0% |
| Admin fee / account holder | $0 | $14,867-100.0% | $14,572-100.0% | $17,640-100.0% |