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 3-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 |
|---|---|---|
PENSION ASSURANCE LLP2+ years Filed as: PENSION BENEFIT GUARANTY CORP Service code 99 · EIN 52-1042410 P.O. BOX 77000 · DETROIT, MI 482770430 | Other Fees | $58,656 |
Filed as: CBIZ ACI Service code 11 · EIN 31-1582098 2377 CRENSHAW BOULEVARD, STE 350 · TORRANCE, CA 90501 | Actuarial | $17,237 |
NORTHERN TRUST COMPANY2+ years Service code 25 · EIN 36-1561860 355 S. GRAND AVENUE, SUITE 2600 · LOS ANGELES, CA 90071 | Directed Trustee | $11,111 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTANTS INC. Service code 11 · EIN 33-0024795 2377 CRENSHAW BOULEVARD, STE 350 · TORRANCE, CA 90501 | Actuarial | $5,417 |
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 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 | $142,816-100.0% | $128,366-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 22.2%-22.2pp | 19.3%-19.3pp | 45.9%-45.9pp |
| Annual return | 6.52% | 8.48%-2.0pp | 9.39%-2.9pp | 10.21%-3.7pp |
| Employer contribution / active EE | $8,571 | $40,983-79.1% | $33,466-74.4% | $42,272-79.7% |
| Participant deferral / active EE | $0 | $682-100.0% | $657-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $2,132-100.0% | $13,518-100.0% |