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 |
|---|---|---|
NORTHERN TRUST COMPANY3+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $2,976,170 |
HEWITT ASSOCIATES LLC3+ years Service code 11 · EIN 36-2235791 | Actuarial | $1,011,316 |
WALTER SCOTT & PARTNERS LIMITED3+ years Filed as: WALTER SCOTT & PARTNERS Service code 28 · EIN 54-0357120 | Investment Management | $650,873 |
LEGAL & GENERAL INVESTMENT3+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $369,993 |
UBS FINANCIAL SERVICES INC3+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $191,867 |
T ROWE PRICE RPS INC3+ years Filed as: T ROWE PRICE ASSOCIATES, INC Service code 28 · EIN 52-0556948 | Investment Management | $183,892 |
PIMCO FUNDS3+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $163,567 |
ALIGHT SOLUTIONS LLC1 year Service code 11 · EIN 82-1061233 | Actuarial | $131,877 |
Filed as: PRUDENTIAL BANK AND TRUST Service code 28 · EIN 58-0513395 | Investment Management | $119,011 |
DODGE & COX3+ years Service code 28 · EIN 94-1441976 | Investment Management | $109,597 |
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.
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 | $0 | $180,484-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.1%-10.1pp | 0.0%0pp |
| Annual return | 13.22% | 16.32%-3.1pp | 10.53%+2.7pp | 16.32%-3.1pp |
| Employer contribution / active EE | $9,276 | $12,766-27.3% | $29,360-68.4% | $12,766-27.3% |
| Participant deferral / active EE | $1,634 | $800+104.4% | $54+2909.6% | $800+104.4% |
| Admin fee / account holder | $0 | $0 | $1,273-100.0% | - |