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 Service code 14 · EIN 36-1561860 | Plan Administrator | $324,541 |
AON CONSULTING2 years Service code 11 · EIN 22-2232264 | Actuarial | $211,228 |
BLACKROCK2 years Service code 27 400 HOWARD ST · SAN FRANCISCO, CA 94105 | Advisory (Plan) | $18,176 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $181,263-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 52.9%-52.9pp | 0.0%0pp |
| Annual return | 3.24% | 10.71%-7.5pp | 12.57%-9.3pp | 10.71%-7.5pp |
| Employer contribution / active EE | $0 | $14,986-100.0% | $23,666-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $13-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $187,584-100.0% | - |