Filed September 29, 2017 (most recent of 4 filings on file)
Total covered: 83 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 |
|---|---|---|
BARTLIT BECK LLP1 year Service code 29 · EIN 36-3909157 | Legal | $577,943 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 · EIN 95-2632339 | Investment Management | $364,001 |
Service code 14 · EIN 13-5656874 | Plan Administrator | $255,559 |
LEGAL & GENERAL INVESTMENT5 years Service code 28 · EIN 20-8058531 | Investment Management | $244,831 |
NORTHERN TRUST COMPANY6+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $229,093 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $195,276 |
CORNERSTONE RESEARCH, INC.1 year Service code 29 · EIN 94-3092543 | Legal | $138,817 |
GRANT THORNTON LLP5 years Filed as: GRANT THORNTON, LLP Service code 10 · EIN 36-6055558 | Accounting | $76,733 |
AON CONSULTING1 year Filed as: AON INVESTMENTS USA Service code 27 · EIN 36-3109431 | Advisory (Plan) | $52,415 |
MILLER & CHEVALIER1 year Service code 29 · EIN 52-1212890 | Legal | $37,156 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $373,805-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 0.0%0pp |
| Annual return | -46.13% | 9.48%-55.6pp | 9.52%-55.7pp | 12.86%-59.0pp |
| Employer contribution / active EE | $73,646 | $12,808+475.0% | $41,951+75.6% | $13,687+438.1% |
| Participant deferral / active EE | $0 | $29-100.0% | $18-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $1,512-100.0% | - |