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 3-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 |
|---|---|---|
RUSSELL TRUST COMPANY1 year Filed as: RUSSELL INVESTMENTS Service code 28 · EIN 91-1175091 | Investment Management | $212,519 |
Filed as: TOWERS WATSON DELEWARE INC. Service code 11 · EIN 53-0181291 | Actuarial | $79,816 |
FINDLEY2 years Filed as: FINDLEY DAVIES, INC Service code 13 · EIN 34-1213174 | Contract Administrator | $53,714 |
COZEN O'CONNOR1 year Filed as: COZEN O'CONNOR ATTORNEYS Service code 29 · EIN 23-1732832 | Legal | $18,819 |
HIGHLAND CONSULTING ASSOCIATES3+ years Filed as: HIGHLAND CONSULTING ASSOCIATES, INC Service code 28 · EIN 34-1753575 | Investment Management | $17,500 |
NORTHERN TRUST COMPANY1 year Service code 21 · EIN 36-1561860 | Bank Trustee | $11,185 |
ERNST & YOUNG LLP3+ years Filed as: ERNST & YOUNG US LLP Service code 10 · EIN 34-6565596 | Accounting | $9,076 |
JENNER & BLOCK LLP1 year Filed as: JENNER BLOCK Service code 29 353 N CLARK ST · CHICAGO, IL 60654 | Legal | $5,657 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $56,828-100.0% | $476,019-100.0% | $233,076-100.0% |
| Participation rate | 0.0% | 10.9%-10.9pp | 5.3%-5.3pp | 46.4%-46.4pp |
| Annual return | -92.43% | -0.75%-91.7pp | 4.36%-96.8pp | -82.66%-9.8pp |
| Employer contribution / active EE | $0 | $45,586-100.0% | $27,383-100.0% | $43,769-100.0% |
| Participant deferral / active EE | $0 | $51-100.0% | $75-100.0% | $103-100.0% |
| Admin fee / account holder | $0 | $6,727-100.0% | $14,020-100.0% | $11,204-100.0% |