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 COMPANY8+ years Service code 13 · EIN 36-1561860 | Contract Administrator | $239,674 |
OCTOBER THREE CONSULTING LLC2 years Filed as: OCTOBER THREE CONSULTING, INC. Service code 11 · EIN 27-1175487 | Actuarial | $121,083 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS, LLP Service code 10 · EIN 44-0160260 | Accounting | $8,500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $319,010-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 47.0%-47.0pp | 5.6%-5.6pp |
| Annual return | -12.19% | -11.21%-1.0pp | 10.22%-22.4pp | 39.77%-52.0pp |
| Employer contribution / active EE | $127,157 | $47,885+165.5% | $51,215+148.3% | $19,959+537.1% |
| Participant deferral / active EE | $0 | $250-100.0% | $129-100.0% | $614-100.0% |
| Admin fee / account holder | $0 | $62-100.0% | $10,810-100.0% | $62-100.0% |