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 |
|---|---|---|
BUCK GLOBAL, LLC5 years Service code 11 · EIN 13-3954297 | Actuarial | $736,355 |
INSIGHT NORTH AMERICA LLC4 years Filed as: INSIGHT NORTH AMERICA Service code 28 · EIN 25-1890416 | Investment Management | $278,232 |
STEVENS & LEE8+ years Service code 29 · EIN 23-1886296 | Legal | $85,968 |
NORTHERN TRUST COMPANY7 years Service code 19 · EIN 36-1561860 | Securities Custodian | $68,763 |
MERCER3 years Filed as: MERCER INC. Service code 27 · EIN 13-2834414 | Advisory (Plan) | $39,061 |
DARWILL1 year Filed as: DARWILL, INC. Service code 38 · EIN 36-2516066 | Participant Communication | $21,748 |
BONADIO & CO., LLP3 years Filed as: BONADIO & CO, LLP Service code 10 · EIN 16-1131146 | Accounting | $11,260 |
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 | $33,234-100.0% | $270,125-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 24.1%-24.1pp | 35.7%-35.7pp | 5.6%-5.6pp |
| Annual return | -22.57% | -14.45%-8.1pp | -38.85%+16.3pp | 39.77%-62.3pp |
| Employer contribution / active EE | $0 | $14,058-100.0% | $37,752-100.0% | $19,959-100.0% |
| Participant deferral / active EE | $0 | $0 | $16-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $77-100.0% | $16,942-100.0% | $62-100.0% |