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 COMPANY5 years Filed as: NORTHERN TRUST INVESTMENTS INC. Service code 28 · EIN 36-3608252 | Investment Management | $536,424 |
Service code 23 · EIN 52-1042410 | Insurance services | $467,304 |
MILLIMAN, INC.7 years Filed as: MILLIMAN USA Service code 15 · EIN 91-0675641 | Recordkeeping | $167,799 |
AON CONSULTING7 years Service code 17 · EIN 22-2232264 | Pension Consulting | $143,041 |
LEGAL & GENERAL INVESTMENT7 years Service code 28 · EIN 20-8058531 | Investment Management | $100,000 |
NORTHERN TRUST COMPANY5 years Service code 28 · EIN 36-1561860 | Investment Management | $75,761 |
BLACKROCK5 years Service code 28 · EIN 45-3856189 | Investment Management | $47,315 |
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.
Annual investment return 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.
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 | $3,299,877-100.0% | $80,293-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.6%-5.6pp | 2.3%-2.3pp |
| Annual return | 2.62% | 20.09%-17.5pp | 15.31%-12.7pp | 37.74%-35.1pp |
| Employer contribution / active EE | $0 | $15,382-100.0% | $28,686-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $17-100.0% | $126-100.0% | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $456-100.0% | $9,287-100.0% |