Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 652 employees
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 |
|---|---|---|
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE INVESTMENT MANAGEMENT Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $88,172 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH Service code 15 · EIN 52-1883918 | Recordkeeping | $72,005 |
BUCK GLOBAL, LLC10+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $63,260 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 35-1561860 | Bank Trustee | $52,144 |
CITRIN COOPERMAN2 years Filed as: CITRIN COOPERMAN & CO Service code 10 · EIN 22-2428965 | Accounting | $15,488 |
CALLAN LLC10+ years Filed as: CALLAN Service code 27 · EIN 47-0875103 | Advisory (Plan) | $13,893 |
STATE STREET GLOBAL ADVISORS7 years Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $5,611 |
CURCIO WEBB2 years Service code 16 · EIN 36-4171366 | Consulting | $4,261 |
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 | $325,553-100.0% | $325,553-100.0% | $338,187-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 44.0%-44.0pp |
| Annual return | 1.54% | 9.11%-7.6pp | 9.14%-7.6pp | 13.05%-11.5pp |
| Employer contribution / active EE | $0 | $46,891-100.0% | $40,544-100.0% | $37,639-100.0% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $30,864-100.0% |