Filed December 18, 2018 (most recent of 4 filings on file)
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 CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 27 · EIN 36-3109431 | Advisory (Plan) | $263,321 |
MERCER4 years Filed as: MERCER GLOBAL ADVISORS Service code 27 · EIN 74-3257877 | Advisory (Plan) | $147,235 |
USI CONSULTING GROUP1 year Filed as: USI CONSULTING GROUP INC Service code 27 95 GLASTONBURY BLVD, SUITE 102 · GLASTONBURY, CT 06033 | Advisory (Plan) | $85,585 |
Filed as: CBIZ CPAS, P.C. Service code 10 · EIN 43-1947695 | Accounting | $38,500 |
Filed as: CBIZ RIS Service code 18 · EIN 31-1582098 | Custodial (other than securities); Di... | $6,800 |
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $458,700-100.0% | $458,700-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 44.0%-44.0pp |
| Annual return | -4.86% | 8.39%-13.2pp | 8.57%-13.4pp | 13.05%-17.9pp |
| Employer contribution / active EE | $0 | $36,665-100.0% | $33,010-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $30,864-100.0% |