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 |
|---|---|---|
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $940,596 |
Service code 21 · EIN 36-7045783 | Bank Trustee | $201,928 |
SEYFARTH SHAW LLP2+ years Service code 22 · EIN 36-2152202 | Insurance Broker | $131,442 |
NORTHERN TRUST COMPANY2+ years Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Trustee (individual); Investment advi... | $117,039 |
MERGANSER CAPITAL MANAGEMENT2+ years Service code 21 · EIN 46-3651540 | Bank Trustee | $87,283 |
REAMS ASSET MANAGEMENT1 year Filed as: REAMS (SCOUTS INVESTMENT INC) Service code 21 · EIN 43-1925734 | Bank Trustee | $27,512 |
ADAMS ADDRESSING ASSOCIATES2+ years Filed as: ADAMS STREET PARTNERSHIP FUND Service code 21 · EIN 36-4395178 | Bank Trustee | $25,004 |
ABBOTT CAPITAL MANAGEMENT LLC2+ years Filed as: ABBOTT CAPITAL MANAGEMENT Service code 21 · EIN 04-3376204 | Bank Trustee | $12,392 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $381,942,733-100.0% | $219,466-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.6%-44.6pp | 0.0%0pp |
| Annual return | 1.01% | 9.41%-8.4pp | 5.00%-4.0pp | 9.19%-8.2pp |
| Employer contribution / active EE | $14,786 | $8,353+77.0% | $35,918-58.8% | $12,608+17.3% |
| Participant deferral / active EE | $0 | $340-100.0% | $75-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $13,204-100.0% | $2,655,710-100.0% |