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 INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $582,292 |
THE BANK OF NEW YORK MELLON6+ years Filed as: BNY MELLON Service code 18 · EIN 13-5160382 | Float revenue; Direct payment from th... | $146,991 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $45,500 |
THE WAGNER LAW GROUP7+ years Service code 29 · EIN 04-3323315 | Legal | $10,313 |
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.
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 | $377,855-100.0% | $375,279-100.0% | $286,844-100.0% |
| Participation rate | 0.0% | 38.5%-38.5pp | 36.7%-36.7pp | 37.6%-37.6pp |
| Annual return | 11.53% | 9.94%+1.6pp | 9.78%+1.7pp | 9.30%+2.2pp |
| Employer contribution / active EE | $0 | $49,417-100.0% | $46,882-100.0% | $43,742-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $72-100.0% | $83-100.0% |
| Admin fee / account holder | $0 | $4,392-100.0% | $5,665-100.0% | $12,596-100.0% |