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.
| Provider | Service type | Compensation |
|---|---|---|
OCTOBER THREE CONSULTING LLC2+ years Filed as: OCTOBER THREE LLC Service code 17 · EIN 27-1175487 | Pension Consulting | $221,697 |
Filed as: FIDELITY MANAGEMENT TRUST COMPANY Service code 13 · EIN 04-3523427 | Contract Administrator | $97,640 |
Filed as: WILLIS TOWER WATSON Service code 11 · EIN 53-0181291 | Actuarial | $88,728 |
MEADEN & MOORE, LTD.2+ years Filed as: MEADEN & MOORE LTD Service code 10 · EIN 34-1818258 | Accounting | $15,700 |
EATON CORPORATION1 year Service code 15 · EIN 34-0196300 | Recordkeeping | $9,393 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | 6.82% | 10.00%-3.2pp | 5.17%+1.7pp | 9.30%-2.5pp |
| Employer contribution / active EE | $2,932 | $10,363-71.7% | $26,422-88.9% | $12,557-76.6% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |