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 |
|---|---|---|
AON CONSULTING4 years Filed as: AON INVESTMENTS USA INC Service code 16 · EIN 36-3109431 | Consulting | $233,631 |
ALIGHT SOLUTIONS LLC2 years Service code 13 · EIN 36-2235791 | Contract Administrator | $190,635 |
AON CONSULTING4 years Service code 11 · EIN 22-2232264 | Actuarial | $184,988 |
ALIGHT SOLUTIONS LLC6+ years Filed as: TEMPO HOLDING COMPANY DBA ALIGHT SO Service code 15 · EIN 82-1061233 | Recordkeeping | $163,411 |
NORTHERN TRUST COMPANY4 years Service code 15 · EIN 36-1561860 | Recordkeeping | $68,310 |
CROWE LLP5 years Service code 10 · EIN 35-0921680 | Accounting | $40,514 |
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.
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 | $3,299,877-100.0% | $398,892-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 54.1%-54.1pp | 2.3%-2.3pp |
| Annual return | 7.55% | 7.31%+0.2pp | 8.55%-1.0pp | 37.74%-30.2pp |
| Employer contribution / active EE | $0 | $9,805-100.0% | $37,109-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $77,551-100.0% | $9,287-100.0% |