Filed March 27, 2020 (most recent of 3 filings on file)
Total covered: 118 employees
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 |
|---|---|---|
BUCK GLOBAL, LLC2 years Service code 11 · EIN 83-1116912 | Actuarial | $1,539,740 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $104,340 |
SEYFARTH SHAW LLP2 years Filed as: SEYFARTH & SHAW LLP Service code 29 · EIN 36-2152202 | Legal | $82,088 |
DELOITTE & TOUCHE LLP2 years Service code 10 · EIN 13-3891517 | Accounting | $60,494 |
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 | $2,703,652-100.0% | $2,703,652-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.7%-7.7pp | 55.8%-55.8pp |
| Annual return | 7.29% | 3.21%+4.1pp | 6.73%+0.6pp | 24.42%-17.1pp |
| Employer contribution / active EE | $0 | $53,056-100.0% | $34,949-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $0 | $86-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $22,079-100.0% | - | $22,079-100.0% |