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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $2,602,670 |
WALTER SCOTT & PARTNERS LIMITED5+ years Service code 28 · EIN 98-0465834 | Investment Management | $858,006 |
BAILLIE GIFFORD OVERSEAS LTD5+ years Filed as: BAILLIE GIFFORD OVERSEAS LIMITED Service code 28 · EIN 22-3438530 | Investment Management | $777,913 |
PZENA INVESTMENT MANAGEMENT2 years Service code 28 · EIN 13-3860154 | Investment Management | $672,749 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $664,085 |
Filed as: POLARIS CAPITAL MANAGEMENT Service code 28 · EIN 74-3243565 | Investment Management | $556,422 |
BLACKROCK5+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $415,867 |
WESTERN ASSET MANAGEMENT COMPANY5+ years Service code 28 · EIN 95-2705767 | Investment Management | $243,297 |
WILLIS TOWERS WATSON US LLC4 years Filed as: TOWERS WATSON INVESTMENT SERVICES Service code 27 · EIN 52-1868818 | Advisory (Plan) | $181,929 |
FIDUCIARY INVESTMENT ADVISORS5+ years Filed as: FIDUCIARY TRUST INTERNATIONAL Service code 21 · EIN 65-0080824 | Bank Trustee | $155,899 |
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.
Employer 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 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 | $341,093,897-100.0% | $248,520-100.0% | $341,093,897-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 35.1%-35.1pp | 0.0%0pp |
| Annual return | 17.06% | 21.83%-4.8pp | 239.57%-222.5pp | 21.83%-4.8pp |
| Employer contribution / active EE | $3,650 | $12,237-70.2% | $43,837-91.7% | $12,237-70.2% |
| Participant deferral / active EE | $0 | $987-100.0% | $575-100.0% | $987-100.0% |
| Admin fee / account holder | $0 | $1,551,325-100.0% | $36,083-100.0% | $1,551,325-100.0% |