See peer percentile detail with Solo.
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 |
|---|---|---|
RUSSELL TRUST COMPANY4+ years Service code 28 · EIN 91-1116938 | Investment Management | $597,833 |
MILLIMAN, INC.4+ years Service code 11 · EIN 91-0675641 | Actuarial | $51,703 |
JOHNSON LAMBERT LLP4+ years Filed as: JOHNSON LAMBERT Service code 10 · EIN 52-1446779 | Accounting | $12,403 |
OGLETREE DEAKINS3+ years Service code 29 · EIN 57-1044820 | Legal | $11,960 |
NORTHERN TRUST COMPANY4+ years Filed as: NORTHERN TRUST Service code 18 · EIN 36-2723087 | Custodial (other than securities) | $6,726 |
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.
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 | $125,296-100.0% | $379,314-100.0% | $18,026,966-100.0% |
| Participation rate | 0.0% | 4.5%-4.5pp | 17.4%-17.4pp | 1.8%-1.8pp |
| Annual return | -0.26% | -1.12%+0.9pp | -2.18%+1.9pp | 0.19%-0.5pp |
| Employer contribution / active EE | $0 | $12,052-100.0% | $38,751-100.0% | $13,763-100.0% |
| Participant deferral / active EE | $0 | $86-100.0% | $151-100.0% | $804-100.0% |
| Admin fee / account holder | $0 | $0 | $4,180-100.0% | $426-100.0% |