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 COMPANY4+ years Filed as: NORTHERN TRUST Service code 13 · EIN 38-2383171 | Contract Administrator | $1,240,316 |
THE BANK OF NEW YORK MELLON3 years Filed as: MELLON CAPITAL MANAGEMENT Service code 28 PO BOX 371509 · PITTSBURGH, PA 15251 | Investment Management | $188,754 |
NATIONAL INVESTMENT SERVICES3 years Service code 28 777 E WISCONSIN AVENUE, SUITE 2350 · MILWAUKEE, WI 53202 | Investment Management | $139,749 |
GOLDMAN SACHS3 years Filed as: CLARKSTON CAPITAL PARTNERS Service code 28 91 WEST LONG LAKE ROAD · BLOOMFIELD HILLS, MI 48304 | Investment Management | $134,064 |
NEPC, LLC4+ years Service code 27 · EIN 26-1429809 | Advisory (Plan) | $113,750 |
KENNEDY CAPITAL MANAGEMENT3 years Service code 28 10829 OLIVE BOULEVARD, SUITE 100 · SAINT LOUIS, MO 63141 | Investment Management | $104,244 |
MILLIMAN, INC.4+ years Filed as: MILLIMAN USA Service code 11 · EIN 91-0675641 | Actuarial | $95,775 |
LOCAL 5134+ years Service code 50 · EIN 43-0338091 | Direct Payment | $87,966 |
MANULIFE ASSET MANAGEMENT2 years Filed as: MANULIFE ASSET MANAGEMENT TEAM Service code 28 197 CLARENDON ST · BOSTON, MA 02116 | Investment Management | $75,607 |
HARTNETT REYES-JONES, LLC4+ years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 19 · EIN 43-1205253 | Securities Custodian | $72,636 |
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 | $341,093,897-100.0% | $161,646-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.5%-15.5pp | 0.0%0pp |
| Annual return | 4.53% | 21.83%-17.3pp | 12.93%-8.4pp | 21.83%-17.3pp |
| Employer contribution / active EE | $20,378 | $12,237+66.5% | $35,210-42.1% | $12,237+66.5% |
| Participant deferral / active EE | $0 | $987-100.0% | $458-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $4,659-100.0% | $1,551,325-100.0% |