See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING8 years Service code 11 · EIN 22-2232264 | Actuarial | $351,797 |
HEWITT ASSOCIATES LLC5 years Filed as: HEWITT ENNISKNUPP, INC. Service code 28 · EIN 26-1215313 | Investment Management | $195,562 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $84,408 |
WILLIS TOWERS WATSON US LLC6 years Filed as: WILLIS TOWER WATSON US LLC Service code 11 · EIN 53-0181291 | Actuarial | $43,775 |
MICHAEL BEST & FRIEDRICH LLP3 years Filed as: MICHAEL BEST & FRIEDRICH Service code 29 · EIN 39-0934985 | Legal | $27,087 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $25,410 |
DELOITTE & TOUCHE LLP9 years Filed as: DELOITTE TAX LLP Service code 10 · EIN 86-1065772 | Accounting | $5,063 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return 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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 1.03% | 5.54%-4.5pp | 8.91%-7.9pp | 8.76%-7.7pp |
| Employer contribution / active EE | $0 | $6,639-100.0% | $24,376-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |