Filed February 24, 2025 (most recent of 2 filings on file)
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 |
|---|---|---|
Filed as: CAMBRIDGE ASSOCIATES LLC Service code 18 · EIN 04-3515240 | Investment management fees paid direc... | $473,067 |
USI CONSULTING GROUP10+ years Service code 11 · EIN 06-1053228 | Actuarial | $250,661 |
FRANKLIN TEMPLETON3 years Filed as: CLARION PARTNERS Service code 18 · EIN 20-5016401 | Custodial (other than securities); In... | $133,650 |
UBS FINANCIAL SERVICES INC3 years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 18 · EIN 36-3718331 | Custodial (other than securities); In... | $113,262 |
WELLINGTON TRUST COMPANY2 years Service code 18 · EIN 04-2755549 | Investment management fees paid direc... | $104,284 |
INCOME RESEARCH & MANAGEMENT2 years Filed as: INCOME RESEARCH & MANAGEMENT COLLEC Service code 18 · EIN 46-1964829 | Investment management fees paid direc... | $70,161 |
KILTEARN PARTNERS LLP2 years Filed as: KILTEARN PARTNERS Service code 18 · EIN 27-4585908 | Investment management fees paid direc... | $49,770 |
ARROWSTREET CAPITAL2 years Filed as: ARROW STREET CAPITAL Service code 18 · EIN 45-6500555 | Custodial (other than securities); In... | $49,194 |
MARCUM LLP3 years Service code 10 · EIN 11-1986323 | Accounting | $32,040 |
NORTHERN TRUST COMPANY3 years Service code 18 · EIN 36-1561860 | Custodial (other than securities); In... | $28,528 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | 7.38% | 11.94%-4.6pp | 6.78%+0.6pp | 8.76%-1.4pp |
| Employer contribution / active EE | $0 | $15,564-100.0% | $25,154-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $33-100.0% | $47-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |