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 |
|---|---|---|
MERCER5+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $717,535 |
Service code 21 · EIN 36-7045783 | Bank Trustee | $189,770 |
NORTHERN TRUST COMPANY5+ years Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Investment management; Investment adv... | $145,641 |
SEYFARTH SHAW LLP5+ years Service code 22 · EIN 36-2152202 | Insurance Broker | $83,089 |
MERGANSER CAPITAL MANAGEMENT5+ years Service code 21 · EIN 46-3651540 | Bank Trustee | $61,077 |
REAMS ASSET MANAGEMENT5+ years Filed as: REAMS (SCOUTS INVESTMENTS INC) Service code 21 · EIN 43-1925734 | Bank Trustee | $43,746 |
Filed as: CAPE ANN Service code 21 · EIN 47-4778650 | Bank Trustee | $25,149 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 27 · EIN 36-4001764 | Advisory (Plan) | $18,750 |
ADAMS ADDRESSING ASSOCIATES5+ years Filed as: ADAMS STREET PARTNERSHIP FUND Service code 21 · EIN 36-4395178 | Bank Trustee | $12,000 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $341,093,897-100.0% | $428,620-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 46.0%-46.0pp | 0.0%0pp |
| Annual return | 10.95% | 34.64%-23.7pp | 20.73%-9.8pp | 21.83%-10.9pp |
| Employer contribution / active EE | $12,587 | $7,654+64.4% | $36,500-65.5% | $12,237+2.9% |
| Participant deferral / active EE | $0 | $693-100.0% | $77-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $7,495-100.0% | $1,551,325-100.0% |