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 COMPANY5+ years Service code 19 · EIN 36-1561860 | Securities Custodian | $2,406,267 |
Filed as: FIDELITY INVESTMENTS INST OPERA Service code 13 · EIN 04-2647786 | Contract Administrator | $915,830 |
LEGAL & GENERAL INVESTMENT5+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $590,545 |
THE BANK OF NEW YORK MELLON2 years Filed as: BNY MELLON INVEST MGMT CAYMAN LTD Service code 28 | Investment Management | $589,886 |
T ROWE PRICE RPS INC5+ years Filed as: T ROWE PRICE ASSOCIATES, INC Service code 28 · EIN 52-1309931 | Investment Management | $316,702 |
PIMCO FUNDS5+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $290,081 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $247,912 |
ALIGHT SOLUTIONS LLC3 years Service code 15 · EIN 82-1061233 | Recordkeeping | $219,706 |
Filed as: PRUDENTIAL INSURANCE CO. Service code 28 · EIN 22-1211670 | Investment Management | $168,501 |
DODGE & COX5+ years Service code 28 · EIN 94-1441976 | Investment Management | $167,120 |
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.
Employer 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 | $50,635-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 6.0%-6.0pp | 0.0%0pp |
| Annual return | 22.97% | 1023.85%-1000.9pp | 18.06%+4.9pp | 1023.85%-1000.9pp |
| Employer contribution / active EE | $3,668 | $11,605-68.4% | $30,411-87.9% | $11,605-68.4% |
| Participant deferral / active EE | $1,784 | $275+549.0% | $40+4400.4% | $275+549.0% |
| Admin fee / account holder | $0 | $0 | $1,675-100.0% | - |