Filed March 30, 2018 (most recent of 3 filings on file)
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 4-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 |
|---|---|---|
NORTHERN TRUST COMPANY9 years Filed as: NORTHERN TRUST, INC. Service code 21 · EIN 36-1561860 | Bank Trustee | $138,796 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY INVESTMENT MGMT. LTD Service code 28 · EIN 13-0057834 | Investment Management | $46,387 |
ALIGHT SOLUTIONS LLC2 years Filed as: ALIGHT SOLUTIONS Service code 15 · EIN 82-1061233 | Recordkeeping | $42,778 |
RAMIREZ ASSET MANAGEMENT2 years Service code 28 · EIN 13-4006232 | Investment Management | $10,824 |
SAGE ADVISORY SERVICES2 years Service code 28 · EIN 74-2798841 | Investment Management | $10,411 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,432 | $56,767-5.9% | $101,794-47.5% | $85,563-37.6% |
| Participation rate | 100.0% | 57.6%+42.4pp | 69.2%+30.8pp | 66.0%+34.0pp |
| Annual return | 7.94% | 17.76%-9.8pp | 30.53%-22.6pp | 31.51%-23.6pp |
| Employer contribution / active EE | $4,667 | $1,112+319.6% | $2,289+103.9% | $2,654+75.9% |
| Participant deferral / active EE | $0 | $2,720-100.0% | $4,084-100.0% | $4,375-100.0% |
| Admin fee / account holder | $246 | $1,098-77.6% | $8,777-97.2% | $834-70.5% |