Filed November 3, 2023 (most recent of 5 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 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 |
|---|---|---|
MORNEAU SHEPELL4 years Filed as: LIFEWORKS (US) LTD. Service code 16 · EIN 52-1883918 | Consulting | $1,867,519 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $1,119,025 |
Filed as: NISA INVESTMENT ADVISORS L.L.C. Service code 27 · EIN 48-1140940 | Advisory (Plan) | $684,430 |
COMMERCE BANK10+ years Filed as: COMMERCE TRUST COMPANY Service code 33 · EIN 43-6334070 | Securities brokerage | $531,314 |
ERNST & YOUNG LLP10+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $164,969 |
MERCER9 years Service code 11 · EIN 13-2834414 | Actuarial | $160,586 |
ASSET STRATEGY CONSULTANTS10+ years Filed as: ASSET CONSULTING GROUP LLC Service code 28 · EIN 26-0887580 | Investment Management | $16,667 |
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.
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 | $334,005-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.7%-43.7pp | 0.0%0pp |
| Annual return | -4.76% | 8.85%-13.6pp | 9.83%-14.6pp | 8.85%-13.6pp |
| Employer contribution / active EE | $6,579 | $8,529-22.9% | $30,326-78.3% | $8,529-22.9% |
| Participant deferral / active EE | $0 | $399-100.0% | $66-100.0% | $399-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |