See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NORTHERN TRUST COMPANY2+ years Filed as: NORTHERN TRUST Service code 19 · EIN 36-1561860 | Securities Custodian | $446,876 |
BENESYS, INC.2+ years Filed as: BENESYS, INC Service code 13 · EIN 38-2383171 | Contract Administrator | $417,685 |
PACIFIC DIVERSIFIED STRATEGIES, LLC1 year Service code 28 · EIN 20-1194001 19540 JAMBOREE ROAD SUITE 400 · IRVINE, CA 92612 | Investment Management | $182,999 |
Filed as: MELLON CAPITAL MANAGEMENT Service code 28 | Investment Management | $179,567 |
GOLDMAN SACHS1 year Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 | Investment Management | $145,972 |
NEPC, LLC2+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $110,000 |
MILLIMAN, INC.2+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $104,314 |
MILLAR SCHAEFER HOFFMANN & ROBERTSO2+ years Filed as: MILLAR,SCHAEFER, HOFFMAN & ROBERTS Service code 29 · EIN 43-0639548 | Legal | $103,736 |
LOCAL 5132+ years Service code 50 · EIN 43-0338091 | Direct Payment | $91,014 |
Service code 28 | Investment Management | $89,486 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $128,366-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 19.3%-19.3pp | 0.0%0pp |
| Annual return | 9.46% | 13.46%-4.0pp | 9.39%+0.1pp | 17.84%-8.4pp |
| Employer contribution / active EE | $17,946 | $16,846+6.5% | $33,466-46.4% | $14,688+22.2% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $657-100.0% | $770-100.0% |
| Admin fee / account holder | $0 | $0 | $2,132-100.0% | - |