Filed February 25, 2019
Total covered: 138 employees
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 7-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 |
|---|---|---|
NORTHERN TRUST COMPANY5 years Service code 15 · EIN 36-1561860 | Recordkeeping | $220,063 |
AON CONSULTING5 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $202,033 |
ALIGHT SOLUTIONS LLC7+ years Filed as: TEMPO HOLDING COMPANY DBA ALIGHT SO Service code 15 · EIN 82-1061233 | Recordkeeping | $170,890 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $120,332 |
CROWE LLP6 years Service code 10 · EIN 35-0921680 | Accounting | $43,567 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 3.41% | 3.90%-0.5pp | 8.57%-5.2pp | 8.76%-5.3pp |
| Employer contribution / active EE | $10,139 | $12,005-15.5% | $33,010-69.3% | $16,627-39.0% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |