See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
PIMCO FUNDS4 years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 28 · EIN 33-0629048 | Investment Management | $946,017 |
AON CONSULTING5 years Service code 11 · EIN 22-2232264 | Actuarial | $346,514 |
NORTHERN TRUST COMPANY5 years Service code 21 · EIN 36-1561860 | Bank Trustee | $292,287 |
GOLDMAN SACHS4 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT Service code 28 · EIN 13-3575636 | Investment Management | $214,733 |
NEWPORT GROUP, INC.5 years Filed as: NEWPORT GROUP SECURITIES, INC Service code 27 · EIN 59-3099288 | Advisory (Plan) | $65,861 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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% | $848,047-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 2.3%-2.3pp | 16.7%-16.7pp | 2.3%-2.3pp |
| Annual return | 7.92% | 37.74%-29.8pp | 5.63%+2.3pp | 37.74%-29.8pp |
| Employer contribution / active EE | $0 | $15,781-100.0% | $36,086-100.0% | $15,781-100.0% |
| Participant deferral / active EE | $0 | $732-100.0% | $0 | $732-100.0% |
| Admin fee / account holder | $0 | $9,287-100.0% | $0 | $9,287-100.0% |