Filed October 10, 2024 (most recent of 8 filings on file)
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 |
|---|---|---|
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $1,386,706 |
Service code 21 · EIN 36-7045783 | Bank Trustee | $239,591 |
NORTHERN TRUST COMPANY1+ years Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Securities brokerage commissions and ... | $202,728 |
MERGANSER CAPITAL MANAGEMENT1+ years Service code 21 · EIN 46-3651540 | Bank Trustee | $105,607 |
CHICAGO EQUITY PARTNERS1+ years Service code 21 · EIN 36-4338679 | Bank Trustee | $99,067 |
SEYFARTH SHAW LLP1+ years Service code 22 · EIN 36-2152202 | Insurance Broker | $93,094 |
EDGEWOOD MANAGEMENT LLC1+ years Filed as: EDGEWOOD MANAGEMENT Service code 21 · EIN 20-4044179 | Bank Trustee | $45,879 |
Service code 21 | Bank Trustee | $40,384 |
ABBOTT CAPITAL MANAGEMENT LLC1+ years Filed as: ABBOTT CAPITAL MANAGEMENT Service code 21 · EIN 04-3376204 | Bank Trustee | $37,579 |
WILLIAM BLAIR1+ years Filed as: WILLIAM BLAIR & COMPANY LLC Service code 21 · EIN 36-2214610 | Bank Trustee | $34,000 |
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.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,096,330-100.0% | $219,333-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 42.3%-42.3pp | 0.0%0pp |
| Annual return | -49.26% | 4.01%-53.3pp | -2.00%-47.3pp | 1.67%-50.9pp |
| Employer contribution / active EE | $2,936 | $6,352-53.8% | $34,470-91.5% | $10,506-72.1% |
| Participant deferral / active EE | $0 | $452-100.0% | $34-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $66,276-100.0% | $5,362-100.0% | $66,276-100.0% |