Filed December 28, 2016
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 |
|---|---|---|
AON CONSULTING4 years Filed as: AON CONSULTING, INC. Service code 11 · EIN 22-2232264 | Actuarial | $255,889 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA INC. Service code 17 · EIN 36-3109431 | Pension Consulting | $160,127 |
STEPHEN C. HIMEL CPA LLC2 years Service code 10 · EIN 20-8410792 | Accounting | $17,250 |
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.
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 | $2,822,362-100.0% | - | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.6%-0.6pp | 0.0%0pp | 0.6%-0.6pp |
| Annual return | 8.13% | 11.45%-3.3pp | 6.53%+1.6pp | 11.45%-3.3pp |
| Employer contribution / active EE | $0 | $17,219-100.0% | $36,884-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $357-100.0% | $0 | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | - | $15,480-100.0% |