See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST CO Service code 21 · EIN 36-3608252 50 S LASALLE ST · CHICAGO, IL 60675 | Bank Trustee | $233,843 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 71 S WACKER DR. 31ST FLOOR · CHICAGO, IL 60606 | Actuarial | $144,247 |
DIMEO SCHNEIDER & ASSOCIATES LLC2+ years Service code 17 · EIN 36-4001764 500 W MADISON SUITE 3855 · CHICAGO, IL 60651 | Pension Consulting | $31,758 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $81,476-100.0% | $110,523-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 33.3%-33.3pp | 47.6%-47.6pp | 3.6%-3.6pp |
| Annual return | 7.85% | 3.06%+4.8pp | 1.69%+6.2pp | 11.88%-4.0pp |
| Employer contribution / active EE | $13,559 | $10,157+33.5% | $24,295-44.2% | $14,612-7.2% |
| Participant deferral / active EE | $0 | $1,282-100.0% | $1,031-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $4,059-100.0% | $1,392-100.0% | $637-100.0% |