Filed July 28, 2022
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 |
|---|---|---|
BMO HARRIS BANK NA8+ years Service code 19 · EIN 36-2085229 111 W. MONROE ST. · CHICAGO, IL 60603 | Securities Custodian | $16,247 |
HILDI INC.3 years Filed as: HILDI INC., A DIVISION OF USICG Service code 11 · EIN 06-1053228 8000 NORMAN CENTER DRIVE, SUITE 400 · BLOOMINGTON, MN 55437 | Actuarial | $11,870 |
Service code 17 · EIN 41-1802551 706 2ND AVE SOUTH, SUITE 276 · MINNEAPOLIS, MN 55402 | Pension Consulting | $9,433 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $101,802-100.0% | $101,802-100.0% | $287,075-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 7.1%-7.1pp | 55.8%-55.8pp |
| Annual return | -9.73% | 7.69%-17.4pp | 9.51%-19.2pp | 24.42%-34.2pp |
| Employer contribution / active EE | $0 | $34,561-100.0% | $23,377-100.0% | $41,338-100.0% |
| Participant deferral / active EE | $0 | $0 | $14-100.0% | $55-100.0% |
| Admin fee / account holder | $0 | $769-100.0% | $769-100.0% | $22,079-100.0% |