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 COMPANY4 years Filed as: NORTHERN TRUST INVESTMENTS INC. Service code 28 · EIN 36-3608252 | Investment Management | $835,089 |
Service code 23 · EIN 52-1042410 | Insurance services | $591,180 |
MILLIMAN, INC.6 years Filed as: MILLIMAN USA Service code 15 · EIN 91-0675641 | Recordkeeping | $189,654 |
AON CONSULTING6 years Service code 17 · EIN 22-2232264 | Pension Consulting | $74,844 |
NORTHERN TRUST COMPANY4 years Service code 28 · EIN 36-1561860 | Investment Management | $73,175 |
BLACKROCK4 years Service code 28 · EIN 45-3856189 | Investment Management | $71,683 |
LEGAL & GENERAL INVESTMENT6 years Service code 28 · EIN 20-8058531 | Investment Management | $12,500 |
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.
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 | $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 | -20.99% | -11.26%-9.7pp | -4.80%-16.2pp | 2.77%-23.8pp |
| Employer contribution / active EE | $0 | $17,131-100.0% | $30,897-100.0% | $15,262-100.0% |
| 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% |