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, LLC3+ years Filed as: CONDUENT HR SOLUTIONS, LLC Service code 15 · EIN 04-3609848 | Recordkeeping | $457,252 |
BUCK GLOBAL, LLC3+ years Filed as: BUCK GLOBAL LLC Service code 11 · EIN 13-3964297 | Actuarial | $294,422 |
THE BANK OF NEW YORK MELLON3+ years Service code 19 · EIN 13-5160382 | Securities Custodian | $261,532 |
GAMCO ASSET MANAGEMENT3+ years Filed as: GAMCO ASSET MANAGEMENT INC. Service code 28 · EIN 13-4044521 | Investment Management | $129,177 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER LOCKE LLP Service code 29 · EIN 58-0946915 | Legal | $11,098 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 5.55% | 7.96%-2.4pp | 5.17%+0.4pp | 8.76%-3.2pp |
| Employer contribution / active EE | $38,660 | $15,125+155.6% | $26,422+46.3% | $16,627+132.5% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |