Filed September 9, 2025 (most recent of 4 filings on file)
Total covered: 1,942 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 |
|---|---|---|
NORTHERN TRUST COMPANY1+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,762,177 |
DELAWARE INVESTMENTS1+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $1,425,738 |
MERCER1+ years Service code 64 · EIN 25-1628718 | Recordkeeping Fees | $964,228 |
CALLAN LLC1+ years Filed as: CALLAN ASSOCIATES Service code 28 · EIN 94-2192581 | Investment Management | $127,976 |
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $82,216 |
ERNST & YOUNG LLP1+ years Filed as: ERNST & YOUNG Service code 51 · EIN 34-6565596 | Investment Mgmt Fees | $36,348 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $177,167-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 11.8%-11.8pp | 0.0%0pp |
| Annual return | -1.22% | -1.94%+0.7pp | -2.52%+1.3pp | 1.67%-2.9pp |
| Employer contribution / active EE | $6,256 | $10,838-42.3% | $82,375-92.4% | $10,506-40.5% |
| Participant deferral / active EE | $0 | $627-100.0% | $201-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $1,917-100.0% | $66,276-100.0% |