Filed April 4, 2018
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 |
|---|---|---|
WELLINGTON TRUST COMPANY8 years Filed as: WELLINGTON MANAGEMENT COMPANY LLP Service code 51 · EIN 30-0835489 | Investment Mgmt Fees | $266,339 |
Service code 17 · EIN 43-1451524 | Pension Consulting | $232,417 |
MILLIMAN, INC.10+ years Service code 11 · EIN 91-0675641 | Actuarial | $69,263 |
Filed as: PRINCIPAL BANK Service code 19 · EIN 42-1466678 | Securities Custodian | $33,681 |
Filed as: FUSTCHARLES LLP Service code 10 · EIN 16-1226221 | Accounting | $24,375 |
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 | $33,520-100.0% | $334,201-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 14.3%-14.3pp | 43.9%-43.9pp | 2.1%-2.1pp |
| Annual return | 0.99% | 7.01%-6.0pp | 9.84%-8.8pp | 7.65%-6.7pp |
| Employer contribution / active EE | $0 | $15,137-100.0% | $30,320-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $0 | $66-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $53,213-100.0% | $193-100.0% |