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 COMPANY4+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $2,538,337 |
ALIGHT SOLUTIONS LLC2 years Service code 15 · EIN 82-1061233 | Recordkeeping | $787,010 |
Filed as: BNY MELLON INVEST MGMT CAYMAN LTD Service code 28 | Investment Management | $678,367 |
LEGAL & GENERAL INVESTMENT4+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $330,016 |
AON CONSULTING1 year Service code 11 · EIN 22-2232264 | Actuarial | $251,770 |
UBS FINANCIAL SERVICES INC4+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $219,626 |
T ROWE PRICE RPS INC4+ years Filed as: T ROWE PRICE ASSOCIATES, INC Service code 28 · EIN 52-0556948 | Investment Management | $174,358 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $161,083 |
PIMCO FUNDS4+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $156,682 |
Service code 29 · EIN 36-1453176 | Legal | $144,301 |
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 | $476,019-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.0%0pp |
| Annual return | -5.26% | 73.13%-78.4pp | 4.36%-9.6pp | 73.13%-78.4pp |
| Employer contribution / active EE | $0 | $8,421-100.0% | $27,383-100.0% | $8,421-100.0% |
| Participant deferral / active EE | $1,604 | $293+446.7% | $75+2038.0% | $293+446.7% |
| Admin fee / account holder | $0 | $0 | $14,020-100.0% | - |