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 |
|---|---|---|
MERCER6+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $761,550 |
Service code 21 · EIN 36-7045783 | Bank Trustee | $165,826 |
NORTHERN TRUST COMPANY6+ years Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Direct payment from the plan; Investm... | $97,731 |
SEYFARTH SHAW LLP6+ years Service code 22 · EIN 36-2152202 | Insurance Broker | $83,089 |
REAMS ASSET MANAGEMENT6+ years Filed as: REAMS (SCOUTS INVESTMENTS INC) Service code 21 · EIN 43-1925734 | Bank Trustee | $60,285 |
MERGANSER CAPITAL MANAGEMENT6+ years Service code 21 · EIN 46-3651540 | Bank Trustee | $54,899 |
FIDUCIENT ADVISORS LLC1 year Service code 16 · EIN 36-4001764 | Consulting | $25,000 |
Filed as: CAPE ANN Service code 21 · EIN 47-4778650 | Bank Trustee | $11,433 |
ADAMS ADDRESSING ASSOCIATES6+ years Filed as: ADAMS STREET PARTNERSHIP FUND Service code 28 · EIN 36-4395178 | Investment Management | $10,000 |
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.
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 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 9.45% | 12.77%-3.3pp | 90.60%-81.2pp | 12.86%-3.4pp |
| Employer contribution / active EE | $3,597 | $8,963-59.9% | $32,727-89.0% | $13,687-73.7% |
| Participant deferral / active EE | $0 | $448-100.0% | $40-100.0% | $833-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |