Filed December 16, 2022 (most recent of 4 filings on file)
Total covered: 2 employees
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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 |
|---|---|---|
SAGE PENSION RESOURCES, INC.7+ years Service code 11 · EIN 26-4419530 | Actuarial | $51,970 |
NORTHERN TRUST COMPANY2 years Service code 21 · EIN 36-1561860 | Bank Trustee | $31,390 |
FIERA CAPITAL2 years Filed as: FIERA FUND Service code 28 · EIN 90-0947943 | Investment Management | $10,376 |
WELLINGTON TRUST COMPANY1 year Service code 28 · EIN 04-2755549 | Investment Management | $9,210 |
LINDSELL TRAIN LIMITED1 year Filed as: LINDSELL TRAIN GLOBAL EQUITY LLC Service code 28 · EIN 35-2496423 | Investment Management | $8,355 |
Filed as: UBS GLOBAL ASSET MGMT (AMERICAS) I Service code 28 · EIN 36-3664388 | Investment Management | $6,847 |
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.
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 | $52,076-100.0% | $56,546-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 34.6%-34.6pp | 50.6%-50.6pp | 9.9%-9.9pp |
| Annual return | -14.60% | -11.57%-3.0pp | -11.22%-3.4pp | -5.25%-9.3pp |
| Employer contribution / active EE | $12,766 | $21,762-41.3% | $32,882-61.2% | $15,166-15.8% |
| Participant deferral / active EE | $0 | $1,047-100.0% | $579-100.0% | $120-100.0% |
| Admin fee / account holder | $0 | $669-100.0% | $1,473-100.0% | $3,859-100.0% |