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 |
|---|---|---|
RUSSELL TRUST COMPANY10+ years Service code 25 · EIN 91-1116938 | Directed Trustee | $63,512 |
Service code 10 · EIN 31-1311065 | Accounting | $8,500 |
STATE STREET GLOBAL ADVISORS2 years Filed as: STATE STREET CORPORATION Service code 49 · EIN 04-2456637 | Other Services | $8,031 |
AON CONSULTING5 years Filed as: AON CONSULTING, INC. Service code 14 · EIN 22-2232264 | Plan Administrator | $7,328 |
HIGHLAND CONSULTING ASSOCIATES10+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $4,710 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $468,422-100.0% | $468,422-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 51.6%-51.6pp | 30.5%-30.5pp | 43.9%-43.9pp |
| Annual return | 0.45% | 6.30%-5.9pp | 6.74%-6.3pp | 13.05%-12.6pp |
| Employer contribution / active EE | $6,971 | $48,167-85.5% | $43,780-84.1% | $37,651-81.5% |
| Participant deferral / active EE | $0 | $29-100.0% | $44-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $1,988-100.0% | $1,988-100.0% | $30,946-100.0% |