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 |
|---|---|---|
Filed as: FIDELITY INVESTMENTS INST OPERA Service code 13 · EIN 04-2647786 | Contract Administrator | $1,077,525 |
NORTHERN TRUST COMPANY5 years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $648,915 |
LEGAL & GENERAL INVESTMENT10+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $364,986 |
PIMCO FUNDS10+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $305,722 |
AON CONSULTING7 years Service code 11 · EIN 22-2232264 | Actuarial | $250,507 |
PUGH CAPITAL4 years Filed as: PUGH CAPITAL MANAGEMENT INC. Service code 28 · EIN 91-1522082 | Investment Management | $194,083 |
MCDERMOTT WILL & EMERY LLP7 years Service code 29 · EIN 36-1453176 | Legal | $72,581 |
PLANTE & MORAN, PLLC6 years Service code 10 · EIN 33-1498605 | Accounting | $51,200 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $44,828 |
RVK, INC.5 years Service code 17 · EIN 93-0910652 | Pension Consulting | $25,000 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $148,078-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.4%-5.4pp | 0.0%0pp |
| Annual return | -4.05% | 8.48%-12.5pp | 6.78%-10.8pp | 8.48%-12.5pp |
| Employer contribution / active EE | $6,320 | $9,949-36.5% | $25,154-74.9% | $9,949-36.5% |
| Participant deferral / active EE | $1,959 | $734+167.0% | $47+4080.9% | $734+167.0% |
| Admin fee / account holder | $0 | $0 | $7,182-100.0% | - |