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 COMPANY1 year Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $2,232,600 |
Filed as: FIDELITY INVESTMENTS INST OPERA Service code 13 · EIN 04-2647786 | Contract Administrator | $1,370,452 |
THE BANK OF NEW YORK MELLON3 years Filed as: BNY MELLON INVEST MGMT CAYMAN LTD Service code 28 | Investment Management | $670,065 |
LEGAL & GENERAL INVESTMENT6+ years Filed as: LEGAL & GENERAL INVESTMENT MANAGEME Service code 28 · EIN 20-8058531 | Investment Management | $491,645 |
T ROWE PRICE RPS INC6+ years Filed as: T ROWE PRICE ASSOCIATES, INC Service code 28 · EIN 52-0556948 | Investment Management | $289,137 |
PIMCO FUNDS6+ years Filed as: PACIFIC INVESTMENT MANAGMENT CO. Service code 28 · EIN 33-0629048 | Investment Management | $241,530 |
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $204,892 |
UBS FINANCIAL SERVICES INC6+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $186,156 |
DODGE & COX6+ years Service code 28 · EIN 94-1441976 | Investment Management | $140,013 |
MCDERMOTT WILL & EMERY LLP3 years Service code 29 · EIN 36-1453176 | Legal | $82,294 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $91,826-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.7%-4.7pp | 0.0%0pp |
| Annual return | 11.20% | 5230.06%-5218.9pp | 793.01%-781.8pp | 5230.06%-5218.9pp |
| Employer contribution / active EE | $7,669 | $10,491-26.9% | $27,004-71.6% | $10,491-26.9% |
| Participant deferral / active EE | $1,660 | $460+261.0% | $154+977.0% | $460+261.0% |
| Admin fee / account holder | $0 | $0 | $4,239-100.0% | - |