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 |
|---|---|---|
NORTHERN TRUST COMPANY10+ years Service code 15 · EIN 36-1564860 | Recordkeeping | $321,793 |
MERCER8 years Service code 11 · EIN 13-2834414 | Actuarial | $198,534 |
NISA INVESTMENT ADVISORS, LLC9+ years Filed as: NISA INVESTMENT ADVISORS LLC Service code 28 · EIN 48-1140940 | Investment Management | $169,956 |
Filed as: SILCHESTER INTERNATIONAL INVESTOR Service code 28 · EIN 36-7045783 | Investment Management | $152,696 |
GAMCO ASSET MANAGEMENT9+ years Filed as: GAMCO INVESTORS, INC. Service code 28 · EIN 13-4044521 | Investment Management | $87,327 |
OCTOBER THREE CONSULTING LLC6 years Service code 13 · EIN 27-1175487 | Contract Administrator | $63,613 |
ACADIAN ASSET MANAGEMENT LLC9+ years Service code 28 · EIN 04-2929221 | Investment Management | $22,746 |
INTECH INVESTMENT MANAGEMENT LLC9+ years Filed as: INTECH INVESTMENT MANAGEMENT, LLC Service code 28 · EIN 01-0614895 | Investment Management | $16,979 |
BLACKROCK7 years Filed as: BLACKROCK CORP Service code 28 · EIN 27-0347886 | Investment Management | $5,419 |
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.
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 | $3,219,907-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 10.0%-10.0pp | 0.0%0pp |
| Annual return | 16.03% | 8.76%+7.3pp | 3.48%+12.5pp | 8.76%+7.3pp |
| Employer contribution / active EE | $0 | $16,627-100.0% | $31,972-100.0% | $16,627-100.0% |
| Participant deferral / active EE | $0 | $888-100.0% | $83-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |