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 4-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 |
|---|---|---|
CONDUENT HR CONSULTING, LLC4+ years Filed as: CONDUENT HR SOLUTIONS, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $447,236 |
BUCK GLOBAL, LLC4+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3964297 | Actuarial | $287,346 |
THE BANK OF NEW YORK MELLON4+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $208,048 |
GAMCO ASSET MANAGEMENT4+ years Filed as: GAMCO ASSET MANAGEMENT INC. Service code 28 · EIN 13-4044521 | Investment Management | $203,191 |
Service code 27 · EIN 36-4291971 | Advisory (Plan) | $119,333 |
TROUTMAN SANDERS LLP2 years Filed as: TROUTMAN PEPPER LOCKE LLP Service code 29 · EIN 58-0946915 | Legal | $11,915 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 0.0%0pp |
| Annual return | 11.86% | 8.43%+3.4pp | 52.39%-40.5pp | 10.71%+1.2pp |
| Employer contribution / active EE | $0 | $8,563-100.0% | $23,486-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $390-100.0% | $224-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |