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 10-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 |
|---|---|---|
AON CONSULTING1 year Filed as: AON CONSULTING, LLC Service code 11 · EIN 22-2232264 | Actuarial | $167,669 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $159,322 |
WILLIAM BLAIR3+ years Filed as: WILLIAM BLAIR INVESTMENT MANAGEMENT Service code 28 · EIN 27-6331814 | Investment Management | $60,596 |
NEPC, LLC2 years Service code 17 · EIN 26-1429809 | Pension Consulting | $57,320 |
Service code 28 · EIN 31-1301863 | Investment Management | $43,659 |
WESTFIELD CAPITAL MANAGEMENT4+ years Filed as: WESTFIELD CAPITAL MANAGEMENT CO Service code 28 · EIN 80-0175963 | Investment Management | $40,814 |
ABERDEEN ASSET MANAGEMENT, INC.4+ years Filed as: ABERDEEN ASSET MANAGEMENT Service code 28 · EIN 51-0368279 | Investment Management | $34,076 |
GOLDMAN SACHS1 year Filed as: POLUNIN Service code 21 · EIN 80-0741735 | Bank Trustee | $21,123 |
AXIOM ASIA PRIVATE CAPITAL1 year Service code 27 · EIN 98-0488590 | Advisory (Plan) | $18,000 |
WELLINGTON TRUST COMPANY4+ years Service code 28 · EIN 04-2755549 | Investment Management | $12,617 |
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.
Form 5500 reported that benefits due were not provided when due.
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 | $58,400,878-100.0% | $436,953-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.2%-44.2pp | 0.0%0pp |
| Annual return | -1.66% | 9.64%-11.3pp | -102.03%+100.4pp | 33.37%-35.0pp |
| Employer contribution / active EE | $0 | $8,034-100.0% | $36,229-100.0% | $11,253-100.0% |
| Participant deferral / active EE | $0 | $572-100.0% | $48-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $292,663-100.0% | $12,721-100.0% | $99,113-100.0% |