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 |
|---|---|---|
HEWITT ASSOCIATES LLC2+ years Filed as: HEWITT ASSOCIATES, LLC Service code 11 · EIN 36-2235791 | Actuarial | $70,825 |
GEORGE JOHNSON & COMPANY2+ years Service code 10 · EIN 38-2029668 | Accounting | $8,200 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS TRUST COMPANY OF PUERTO RICO Service code 25 | Directed Trustee | $5,697 |
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.
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 | $415,031-100.0% | $151,941-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | - |
| Annual return | 1.91% | 15.23%-13.3pp | 5.44%-3.5pp | - |
| Employer contribution / active EE | $0 | $39,272-100.0% | $25,481-100.0% | - |
| Participant deferral / active EE | $0 | $0 | $65-100.0% | - |
| Admin fee / account holder | $0 | $113,846-100.0% | $11,765-100.0% | - |