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 COMPANY3 years Filed as: NORTHERN TRUST INVESTMENTS INC. Service code 28 · EIN 36-3608252 | Investment Management | $571,471 |
MILLIMAN, INC.5 years Filed as: MILLIMAN USA Service code 15 · EIN 91-0675641 | Recordkeeping | $129,386 |
Service code 23 · EIN 52-1042410 | Insurance services | $103,514 |
AON CONSULTING5 years Service code 17 · EIN 22-2232264 | Pension Consulting | $73,451 |
NORTHERN TRUST COMPANY3 years Service code 28 · EIN 36-1561860 | Investment Management | $71,411 |
LEGAL & GENERAL INVESTMENT5 years Service code 28 · EIN 20-8058531 | Investment Management | $46,111 |
BLACKROCK3 years Service code 28 · EIN 45-3856189 | Investment Management | $24,623 |
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 | $1,472,696-100.0% | $54,060-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 0.7%-0.7pp |
| Annual return | 6.73% | 11.91%-5.2pp | 36.37%-29.6pp | 13.24%-6.5pp |
| Employer contribution / active EE | $0 | $16,637-100.0% | $37,223-100.0% | $14,616-100.0% |
| Participant deferral / active EE | $0 | $12-100.0% | $524-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $568-100.0% | $4,137-100.0% |