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 |
|---|---|---|
USI CONSULTING GROUP8+ years Service code 11 · EIN 06-1053228 | Actuarial | $212,617 |
NORTHERN TRUST COMPANY1 year Service code 18 · EIN 36-1561860 | Investment management fees paid direc... | $206,530 |
PORT CAPITAL LLC1 year Service code 18 · EIN 32-0475866 | Investment management fees paid direc... | $173,316 |
FRANKLIN TEMPLETON1 year Filed as: CLARION PARTNERS Service code 18 · EIN 20-5016401 | Custodial (other than securities); In... | $162,599 |
Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 18 · EIN 36-3718331 | Custodial (other than securities); In... | $127,551 |
APERIO GROUP1 year Service code 18 · EIN 68-0436509 | Custodial (other than securities); In... | $83,670 |
MARCUM LLP1 year Service code 10 · EIN 11-1986323 | Accounting | $30,500 |
Filed as: PICCERELLI, GILSTEIN & COMPANY, LLP Service code 10 · EIN 05-0353162 | Accounting | $14,500 |
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.
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 | $164,233-100.0% | $53,690-100.0% | $164,233-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.6%-8.6pp | 0.0%0pp |
| Annual return | -3.81% | -11.26%+7.5pp | -4.80%+1.0pp | 2.77%-6.6pp |
| Employer contribution / active EE | $151 | $17,131-99.1% | $30,897-99.5% | $15,262-99.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $64-100.0% | $691-100.0% |
| Admin fee / account holder | $0 | $1,015-100.0% | $40,849-100.0% | $1,015-100.0% |