Filed January 25, 2017 (most recent of 3 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 |
|---|---|---|
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST INVESTMENTS INC. Service code 28 · EIN 36-3608252 | Investment Management | $1,017,732 |
Service code 23 · EIN 52-1042410 | Insurance services | $378,602 |
AON CONSULTING4 years Service code 17 · EIN 22-2232264 | Pension Consulting | $191,169 |
MILLIMAN, INC.4 years Filed as: MILLIMAN USA Service code 15 · EIN 91-0675641 | Recordkeeping | $163,445 |
NORTHERN TRUST COMPANY2 years Service code 28 · EIN 36-1561860 | Investment Management | $73,717 |
BLACKROCK2 years Service code 28 · EIN 45-3856189 | Investment Management | $62,339 |
Service code 28 · EIN 06-1541449 | Investment Management | $7,667 |
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 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 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 14.36% | 12.05%+2.3pp | 793.01%-778.7pp | 12.86%+1.5pp |
| Employer contribution / active EE | $0 | $21,947-100.0% | $27,004-100.0% | $13,687-100.0% |
| Participant deferral / active EE | $0 | $0 | $154-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |