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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC2 years Filed as: WILLIS TOWERS WATSON Service code 11 · EIN 53-0181291 | Actuarial | $1,324,414 |
NORTHERN TRUST COMPANY2 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $378,626 |
SIDLEY AUSTIN LLP2 years Service code 29 · EIN 36-2158694 | Legal | $317,397 |
NISA INVESTMENT ADVISORS, LLC10+ years Service code 28 · EIN 48-1140940 | Investment Management | $294,453 |
PIMCO FUNDS1 year Filed as: PIMCO LLC Service code 28 · EIN 33-0629048 | Investment Management | $223,782 |
REAMS ASSET MANAGEMENT3 years Service code 28 · EIN 43-1925734 | Investment Management | $153,195 |
AON CONSULTING2 years Filed as: AON INVESTMENTS USA INC Service code 17 · EIN 36-3109431 | Pension Consulting | $77,250 |
Filed as: BLUE & COMPANY Service code 10 · EIN 35-1178661 | Accounting | $33,500 |
NORTHERN TRUST COMPANY2 years Filed as: NORTHERN TRUST ASSET MANAGEMENT Service code 28 · EIN 45-6138589 | Investment Management | $21,761 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 33-1498605 | Accounting | $10,500 |
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.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $136,833-100.0% | $105,290-100.0% | $417,905-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 12.3%-12.3pp | 39.2%-39.2pp |
| Annual return | -89.29% | 66.62%-155.9pp | 52.39%-141.7pp | 13.91%-103.2pp |
| Employer contribution / active EE | $0 | $26,943-100.0% | $23,486-100.0% | $35,282-100.0% |
| Participant deferral / active EE | $0 | $266-100.0% | $224-100.0% | $94-100.0% |
| Admin fee / account holder | $0 | $5,412-100.0% | $4,431-100.0% | $41,846-100.0% |