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 |
|---|---|---|
Filed as: BANCO POPULAR Service code 21 · EIN 66-0175278 | Bank Trustee | $58,168 |
AON CONSULTING3 years Filed as: AON INVESTMENTS USA INC Service code 28 · EIN 27-2436452 | Investment Management | $57,320 |
STATE STREET GLOBAL ADVISORS8+ years Filed as: STATE STREET CORPORATION Service code 21 · EIN 04-1867445 | Bank Trustee | $36,200 |
WHITLEY PENN LLP6 years Service code 10 · EIN 75-2393478 | Accounting | $17,000 |
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.
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 | $827,797-100.0% | $788,447-100.0% | $350,408-100.0% |
| Participation rate | 0.0% | 45.1%-45.1pp | 21.4%-21.4pp | 44.4%-44.4pp |
| Annual return | -24.19% | -4.32%-19.9pp | -3.21%-21.0pp | -14.65%-9.5pp |
| Employer contribution / active EE | $0 | $53,375-100.0% | $46,019-100.0% | $46,320-100.0% |
| Participant deferral / active EE | $0 | $28-100.0% | $31-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $50,219-100.0% | $46,258-100.0% | $14,631-100.0% |