Filed January 8, 2025
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 9-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 CONSULTING5+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $338,884 |
NORTHERN TRUST COMPANY4 years Service code 21 · EIN 36-1561860 | Bank Trustee | $67,603 |
THE SEGAL COMPANY3 years Filed as: SEGAL ADVISORS, INC. Service code 28 · EIN 13-2646110 | Investment Management | $15,000 |
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.
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% | $91,826-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.6%-0.6pp |
| Annual return | 11.82% | 16.36%-4.5pp | 793.01%-781.2pp | 11.45%+0.4pp |
| Employer contribution / active EE | $17,977 | $15,595+15.3% | $27,004-33.4% | $17,219+4.4% |
| Participant deferral / active EE | $0 | $5-100.0% | $154-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $4,239-100.0% | $15,480-100.0% |