See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FID INV INST OPS CO10+ years Filed as: FID MGMT TRUST CO Service code 17 · EIN 04-3022712 | Pension Consulting | $200,167 |
CONDUENT HR CONSULTING, LLC3 years Filed as: BUCK/CONDUENT CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $158,712 |
FID INV INST OPS CO3 years Filed as: FID INST ASSET MGMT CO Service code 28 · EIN 20-4659714 | Investment Management | $56,335 |
Filed as: ONE DIGITAL Service code 17 · EIN 82-1434504 | Pension Consulting | $55,000 |
SCHNEIDER DOWNS & CO., INC.8 years Filed as: SCHNEIDER DOWNS Service code 10 · EIN 25-1408703 | Accounting | $25,049 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $458,700-100.0% | $458,700-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 46.5%-46.5pp | 39.9%-39.9pp | 44.0%-44.0pp |
| Annual return | 3.98% | 8.39%-4.4pp | 8.57%-4.6pp | 13.05%-9.1pp |
| Employer contribution / active EE | $0 | $36,665-100.0% | $33,010-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $9-100.0% | $8-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $33,172-100.0% | $33,172-100.0% | $30,864-100.0% |