Filed January 29, 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 |
|---|---|---|
Filed as: STANDISH MELLON ASSET MGMT Service code 28 · EIN 25-1890416 | Investment Management | $179,488 |
Service code 11 · EIN 13-3954297 | Actuarial | $67,225 |
Service code 28 · EIN 98-0465834 | Investment Management | $61,020 |
Filed as: FIDUCIARY MANAGEMENT INC. Service code 28 · EIN 39-1346018 | Investment Management | $54,638 |
NORTHERN TRUST COMPANY1 year Service code 19 · EIN 36-1561860 | Securities Custodian | $49,585 |
Filed as: JEFFREY SLOCUM & ASSOCIATES INC Service code 27 · EIN 41-1567437 | Advisory (Plan) | $41,918 |
Filed as: INCOME RESEARCH & MGMT INC Service code 28 · EIN 04-2955404 | Investment Management | $37,794 |
BONADIO & CO., LLP1 year Service code 10 · EIN 16-1131146 | Accounting | $10,600 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $41,934-100.0% | $219,466-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 44.6%-44.6pp | 1.8%-1.8pp |
| Annual return | 9.40% | 5.09%+4.3pp | 5.00%+4.4pp | 7.18%+2.2pp |
| Employer contribution / active EE | $5,495 | $7,393-25.7% | $35,918-84.7% | $13,095-58.0% |
| Participant deferral / active EE | $0 | $178-100.0% | $75-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $128-100.0% | $13,204-100.0% | $362-100.0% |