Filed April 4, 2018 (most recent of 7 filings on file)
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 |
|---|---|---|
THE TOWNSEND GROUP10+ years Filed as: TOWNSEND HOLDINGS LLC Service code 51 · EIN 45-3073569 | Investment Mgmt Fees | $1,099,106 |
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-2723087 | Bank Trustee | $877,268 |
MORNEAU SHEPELL3 years Filed as: TELUS HEALTH (US) LTD. Service code 15 · EIN 52-1883918 | Recordkeeping | $737,158 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $699,508 |
LINDSELL TRAIN LIMITED10+ years Service code 28 · EIN 98-1104976 | Investment Management | $617,395 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $534,673 |
MFS INVESTMENT MANAGEMENT2 years Service code 27 111 HUNTINGTON AVENUE STE 200 · BOSTON, MA 02199 | Advisory (Plan) | $500,666 |
POLARIS CAPITAL MANAGEMENT LLC10+ years Service code 27 · EIN 74-3243565 | Advisory (Plan) | $473,598 |
BAILLIE GIFFORD OVERSEAS LTD10+ years Filed as: BAILLIE GIFFORD OVERSEAS, LTD. Service code 28 · EIN 22-3438530 | Investment Management | $334,036 |
Filed as: BLACK CREEK INVESTMENT MANAGEMENT Service code 28 | Investment Management | $238,910 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $505,629-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.0%-39.0pp | 0.0%0pp |
| Annual return | 5.97% | 9.57%-3.6pp | 8.40%-2.4pp | 9.57%-3.6pp |
| Employer contribution / active EE | $8,366 | $9,429-11.3% | $39,312-78.7% | $9,429-11.3% |
| Participant deferral / active EE | $0 | $408-100.0% | $131-100.0% | $408-100.0% |
| Admin fee / account holder | $0 | $0 | $38,466-100.0% | - |