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 Service code 11 39584 TREASURY CENTER · CHICAGO, IL 606949500 | Actuarial | $349,454 |
AON CONSULTING3 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 13-5160382 | Consulting | $50,434 |
THE BANK OF NEW YORK MELLON3 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Sh... | $40,810 |
BKD, LLP6+ years Filed as: DIXON HUGHES GOODMAN, LLP Service code 10 · EIN 56-0747981 | Accounting | $40,500 |
DELSANNE CONSULTING1 year Service code 16 · EIN 81-8751380 | Consulting | $12,815 |
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.
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 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 | $2,822,362-100.0% | $477,209-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.2%-10.2pp | 0.6%-0.6pp |
| Annual return | 34.40% | 13.15%+21.3pp | -2.84%+37.2pp | 11.45%+22.9pp |
| Employer contribution / active EE | $0 | $23,714-100.0% | $33,329-100.0% | $17,219-100.0% |
| Participant deferral / active EE | $0 | $352-100.0% | $51-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,475-100.0% | $15,480-100.0% |