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 CONSULTING9+ years Filed as: AON CONSULTING INC. Service code 11 · EIN 22-2232264 | Actuarial | $422,957 |
DUANE MORRIS LLP9+ years Service code 29 · EIN 23-1392502 | Legal | $85,436 |
CONDUENT HR CONSULTING, LLC7 years Filed as: CONDUENT INCORPORATED Service code 36 · EIN 81-2983623 | Recordkeeping fees; Copying and dupli... | $63,667 |
PIMCO FUNDS9+ years Filed as: PACIFIC INVESTMENT MANAGEMENT Service code 28 · EIN 33-0629048 | Investment Management | $51,256 |
MITCHELL & TITUS, LLP8 years Service code 10 · EIN 13-2781641 | Accounting | $49,321 |
VERIZON COMMUNICATIONS INC.8 years Service code 14 · EIN 23-2259884 | Plan Administrator | $38,928 |
Filed as: FMR LLC Service code 49 · EIN 04-3532603 | Other Services | $17,738 |
PENSION BENEFIT INFORMATION2 years Service code 49 · EIN 82-2042737 | Other Services | $16,640 |
AON CONSULTING8 years Filed as: AON HEWITT INVESTMENT Service code 16 · EIN 36-3109431 | Consulting | $14,046 |
THE BANK OF NEW YORK MELLON9+ years Service code 18 · EIN 13-5160382 | Direct payment from the plan; Custodi... | $8,323 |
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.
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 | $331,632-100.0% | $331,632-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 70.0%-70.0pp | 48.3%-48.3pp | 55.8%-55.8pp |
| Annual return | 1.77% | 10.22%-8.5pp | 10.59%-8.8pp | 24.42%-22.7pp |
| Employer contribution / active EE | $0 | $49,235-100.0% | $43,976-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $161-100.0% | $166-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $25,063-100.0% | $25,063-100.0% | $22,079-100.0% |