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 9-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 COMPANY5 years Service code 25 · EIN 36-1561860 50 SOUTH LASALLE STREET · CHICACO, IL 606031008 | Directed Trustee | $193,221 |
LEGAL & GENERAL INVESTMENT4 years Filed as: LEGAL & GENERAL INVESTMENT MGMT INC Service code 28 · EIN 20-8058531 71 SOUTH WACKER DRIVE SUITE 800 · CHICACO, IL 60606 | Investment Management | $162,627 |
Service code 14 · EIN 45-4482782 P.O. BOX 2115 · OAK RIDGE, TN 37830 | Plan Administrator | $73,852 |
AETNA LIFE INSURANCE COMPANY6 years Filed as: AETNA LIFE INSURANCE CO Service code 12 · EIN 06-6033492 151 FARMINGTON AVE · HARTFORD, CT 06156 | Claims processing | $73,654 |
KILPATRICK TOWNSEND5 years Filed as: KILPATRICK, TOWNSEND & STOCKTON LLP Service code 29 · EIN 58-0511774 1100 PEACHTREE STREET NE SUITE 2800 · ATLANTA, GA 303094528 | Legal | $27,968 |
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.
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 | $3,299,877-100.0% | $182,032-100.0% | $3,299,877-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 2.3%-2.3pp |
| Annual return | 5.18% | 7.97%-2.8pp | 7.70%-2.5pp | 37.74%-32.6pp |
| Employer contribution / active EE | $26,608 | $15,841+68.0% | $28,478-6.6% | $15,781+68.6% |
| Participant deferral / active EE | $1,427 | $476+200.1% | $49+2810.3% | $732+94.9% |
| Admin fee / account holder | $0 | $9,287-100.0% | $51,246-100.0% | $9,287-100.0% |