Filed July 18, 2020 (most recent of 2 filings on file)
Total covered: 175 employees
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 |
|---|---|---|
NORTHERN TRUST COMPANY5 years Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $2,041,368 |
WILLIS TOWERS WATSON US LLC2 years Service code 11 · EIN 53-0181291 | Actuarial | $1,253,942 |
HARRISON STREET2 years Filed as: HARRISON STREET ADVISORS, LLC Service code 28 · EIN 45-3147571 | Investment Management | $913,047 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $170,110 |
UBS FINANCIAL SERVICES INC10+ years Filed as: UBS GLOBAL ASSET MANAGEMENT Service code 28 · EIN 36-3718331 | Investment Management | $112,783 |
Filed as: NISA INVESTMENT ADVISORS L.L.C Service code 28 · EIN 48-1140940 | Investment Management | $65,392 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $943,036-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 6.27% | 8.48%-2.2pp | 5.62%+0.7pp | 8.48%-2.2pp |
| Employer contribution / active EE | $2,889 | $9,949-71.0% | $37,825-92.4% | $9,949-71.0% |
| Participant deferral / active EE | $0 | $734-100.0% | $0 | $734-100.0% |
| Admin fee / account holder | $0 | $0 | $0 | - |