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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS Service code 15 · EIN 04-3275867 | Recordkeeping | $720,593 |
LOGAN CIRCLE PARTNERS, LP9+ years Service code 28 · EIN 20-8262386 | Investment Management | $716,754 |
MERCER9+ years Service code 17 · EIN 36-2668272 | Pension Consulting | $115,049 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $103,984 |
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $89,560 |
FISHER INVESTMENTS9+ years Filed as: FISHER ASSET MANAGEMENT LLC Service code 27 · EIN 20-2480800 | Advisory (Plan) | $54,016 |
Filed as: JOHN HANCOCK Service code 23 · EIN 01-0233346 | Insurance services | $44,712 |
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.
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 | $0 | $102,492-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 12.2%-12.2pp | 0.0%0pp |
| Annual return | 17.13% | 10.00%+7.1pp | 5.17%+12.0pp | 9.30%+7.8pp |
| Employer contribution / active EE | $0 | $10,363-100.0% | $26,422-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $802-100.0% | $78-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $16,625-100.0% | - |