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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC7 years Service code 13 · EIN 27-1175487 | Contract Administrator | $223,049 |
MERCER9 years Service code 11 · EIN 13-2834414 | Actuarial | $172,989 |
NISA INVESTMENT ADVISORS, LLC10+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $155,714 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $127,667 |
GAMCO ASSET MANAGEMENT10+ years Filed as: GAMCO INVESTORS, INC. Service code 28 · EIN 13-4044521 | Investment Management | $84,686 |
NORTHERN TRUST COMPANY11+ years Service code 15 · EIN 36-1564860 | Recordkeeping | $75,281 |
ACADIAN ASSET MANAGEMENT LLC10+ years Service code 28 · EIN 04-2929221 | Investment Management | $11,936 |
INTECH INVESTMENT MANAGEMENT LLC10+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $8,342 |
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.
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 | - | - |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 0.0%0pp |
| Annual return | 2.03% | 10.71%-8.7pp | 5.19%-3.2pp | 10.71%-8.7pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $38,911-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $0 | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | - | - |