Filed December 1, 2019 (most recent of 3 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 |
|---|---|---|
MERCER10+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $119,442 |
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-3275867 | Recordkeeping | $56,749 |
Filed as: JP MORGAN INVESTMENT MGMT, INC. Service code 28 · EIN 13-3200244 | Investment Management | $40,633 |
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $22,251 |
Filed as: METLIFE INVESTMENT MANAGEMENT Service code 28 · EIN 20-8262386 | Investment Management | $17,993 |
FISHER INVESTMENTS9 years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $14,036 |
INDEPENDENT FINANCIAL PARTNERS10+ years Filed as: CHAMPLAIN INVESTMENT PARTNERS LLC Service code 28 · EIN 20-1367417 | Investment Management | $12,664 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $12,145 |
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.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $105,290-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 12.3%-12.3pp | 39.2%-39.2pp |
| Annual return | -92.83% | 66.62%-159.4pp | 52.39%-145.2pp | 13.91%-106.7pp |
| Employer contribution / active EE | $0 | $26,943-100.0% | $23,486-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $266-100.0% | $224-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $41,846-100.0% |