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 |
|---|---|---|
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $98,376 |
CONDUENT HR CONSULTING, LLC4 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Copying and duplicating; Direct payme... | $50,095 |
AON CONSULTING6+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $22,030 |
VERIZON COMMUNICATIONS INC.5 years Service code 13 · EIN 23-2259884 | Contract Administrator | $17,323 |
AON CONSULTING5 years Filed as: AON HEWITT INVESTMENT Service code 11 · EIN 36-3109431 | Actuarial | $14,859 |
MITCHELL & TITUS, LLP5 years Service code 10 · EIN 13-2781641 | Accounting | $12,875 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO & COMPANY Service code 13 · EIN 94-1347393 | Contract Administrator | $10,661 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $312,618-100.0% | $312,618-100.0% | $254,510-100.0% |
| Participation rate | 0.0% | 53.4%-53.4pp | 31.8%-31.8pp | 43.0%-43.0pp |
| Annual return | 6.55% | 9.70%-3.2pp | 10.03%-3.5pp | 259.13%-252.6pp |
| Employer contribution / active EE | $0 | $45,469-100.0% | $38,789-100.0% | $41,469-100.0% |
| Participant deferral / active EE | $0 | $67-100.0% | $74-100.0% | $153-100.0% |
| Admin fee / account holder | $0 | $4,182-100.0% | $4,182-100.0% | $21,546-100.0% |