Filed March 26, 2018
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 |
|---|---|---|
GOLDMAN SACHS6 years Filed as: GOLDMAN SACHS ASSET MANAGEMENT, LP Service code 28 · EIN 13-3575636 | Investment Management | $870,843 |
CEB SERVICES1 year Service code 13 · EIN 99-3927114 | Contract Administrator | $484,500 |
MERCER3 years Filed as: MERCER LLC Service code 11 · EIN 13-2834414 | Actuarial | $338,163 |
WARNER NORCROSS & JUDD LLP10+ years Filed as: WARNER, NORCROSS, & JUDD LLP Service code 29 · EIN 38-1422647 | Legal | $184,727 |
NORTHERN TRUST COMPANY10+ years Filed as: THE NORTHERN TRUST COMPANY Service code 19 · EIN 36-1561860 | Securities Custodian | $182,368 |
COORDINATED ADMINISTRATIVE SERVICES10+ years Service code 13 · EIN 38-2716869 | Contract Administrator | $154,960 |
INCOME RESEARCH & MANAGEMENT2 years Service code 28 · EIN 04-2955404 | Investment Management | $116,115 |
PLANTE & MORAN, PLLC10+ years Service code 10 · EIN 33-1498605 | Accounting | $55,985 |
Service code 16 · EIN 81-8283699 | Consulting | $43,285 |
MORNEAU SHEPELL3 years Filed as: TELUS HEALTH (US) LTD. Service code 49 · EIN 52-1883918 | Other Services | $32,192 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 53.4%-53.4pp | 0.0%0pp |
| Annual return | 6.43% | 9.22%-2.8pp | 6.25%+0.2pp | 9.22%-2.8pp |
| Employer contribution / active EE | $13,469 | $13,567-0.7% | $26,962-50.0% | $13,567-0.7% |
| Participant deferral / active EE | $0 | $575-100.0% | $517-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |