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 COMPANY2+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,031,791 |
MERCER2+ years Service code 64 · EIN 25-1628718 | Recordkeeping Fees | $955,770 |
DELAWARE INVESTMENTS2+ years Filed as: DELAWARE MANAGEMENT COMPANY Service code 51 · EIN 23-2859590 | Investment Mgmt Fees | $893,726 |
LOOMIS SAYLES1 year Filed as: LOOMIS Service code 51 · EIN 04-3200030 | Investment Mgmt Fees | $301,486 |
QMA1 year Service code 51 · EIN 22-2540245 | Investment Mgmt Fees | $266,506 |
CALLAN LLC2+ years Filed as: CALLAN ASSOCIATES Service code 28 · EIN 94-2192581 | Investment Management | $131,095 |
BUCK GLOBAL, LLC2+ years Filed as: BUCK CONSULTANTS Service code 11 · EIN 13-3954297 | Actuarial | $68,009 |
ERNST & YOUNG LLP2+ years Filed as: ERNST & YOUNG Service code 51 · EIN 34-6565596 | Investment Mgmt Fees | $36,348 |
Filed as: STATE STREET Service code 51 · EIN 04-1867445 | Investment Mgmt Fees | $27,809 |
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.
Form 5500 reported that benefits due were not provided when due.
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 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 | $381,942,733-100.0% | $500,101-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 21.3%-21.3pp | 0.0%0pp |
| Annual return | 6.48% | 7.66%-1.2pp | 2.08%+4.4pp | 9.19%-2.7pp |
| Employer contribution / active EE | $0 | $9,651-100.0% | $47,324-100.0% | $12,608-100.0% |
| Participant deferral / active EE | $0 | $422-100.0% | $78-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $1,916-100.0% | $2,655,710-100.0% |