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 |
|---|---|---|
MERCER8+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2834414 | Actuarial | $670,573 |
Service code 21 · EIN 36-7045783 | Bank Trustee | $147,505 |
NORTHERN TRUST COMPANY8+ years Filed as: THE NORTHERN TRUST COMPANY Service code 20 · EIN 36-1561860 | Securities brokerage commissions and ... | $99,468 |
MERGANSER CAPITAL MANAGEMENT8+ years Service code 21 · EIN 46-3651540 | Bank Trustee | $54,470 |
REAMS ASSET MANAGEMENT8+ years Filed as: REAMS (SCOUTS INVESTMENTS INC) Service code 21 · EIN 43-1925734 | Bank Trustee | $46,019 |
JOHNSON BANK2 years Filed as: JOHNSON INVESTMENT COUNSEL Service code 21 · EIN 31-1801770 | Bank Trustee | $27,574 |
FIDUCIENT ADVISORS LLC3 years Service code 16 · EIN 36-4001764 | Consulting | $19,500 |
ADAMS ADDRESSING ASSOCIATES8+ years Filed as: ADAMS STREET PARTNERSHIP FUND Service code 50 · EIN 36-4395178 | Direct Payment | $6,000 |
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 | $2,456,633-100.0% | $270,125-100.0% | $2,456,633-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.7%-35.7pp | 1.5%-1.5pp |
| Annual return | -14.70% | -2.41%-12.3pp | -38.85%+24.2pp | 23.41%-38.1pp |
| Employer contribution / active EE | $14,279 | $7,691+85.7% | $37,752-62.2% | $12,650+12.9% |
| Participant deferral / active EE | $0 | $969-100.0% | $16-100.0% | $1,474-100.0% |
| Admin fee / account holder | $0 | $14,884-100.0% | $16,942-100.0% | $14,884-100.0% |