Filed January 12, 2024 (most recent of 14 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC5 years Service code 11 · EIN 53-0181291 | Actuarial | $900,463 |
UNIVERSITY OF MIAMI10+ years Service code 10 · EIN 59-0624458 | Accounting | $599,453 |
ARROWSTREET CAPITAL9 years Filed as: ARROWSTREET CAPITAL LTD PARTNERSHIP Service code 28 · EIN 04-3472863 | Investment Management | $448,488 |
PIMCO FUNDS5 years Filed as: PACIFIC INVESTMENT MANAGEMENT CO Service code 28 650 NEWPORT CENTER DRIVE · NEWPORT BEACH, CA 92660 | Investment Management | $183,891 |
NORTHERN TRUST COMPANY8 years Filed as: NORTHERN TRUST Service code 25 50 LASALLE STREET, BLDG 1 · CHICAGO, IL 60603 | Directed Trustee | $182,774 |
LOGAN CIRCLE PARTNERS, LP9 years Filed as: LOGAN CIRCLE PARTNERS, L.P. Service code 28 1717 ARCH STREET, SUITE 1500 · PHILADELPHIA, PA 19103 | Investment Management | $167,486 |
NEPC, LLC3 years Filed as: NEPC Service code 27 · EIN 26-1429809 | Advisory (Plan) | $164,222 |
Filed as: PARAMETRIC PORTFOLIO ASSOCIATES,LLC Service code 28 800 FIFTH AVENUE, SUITE 2800 · SEATTLE, WA 98104 | Investment Management | $157,361 |
WELLINGTON TRUST COMPANY2 years Service code 27 · EIN 04-2755549 | Advisory (Plan) | $129,765 |
KPMG LLP10+ years Filed as: KPMG, LLP Service code 10 · EIN 13-5565207 | Accounting | $54,120 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 53.4%-53.4pp | 0.0%0pp |
| Annual return | 5.03% | 9.22%-4.2pp | 6.25%-1.2pp | 9.22%-4.2pp |
| Employer contribution / active EE | $5,593 | $13,567-58.8% | $26,962-79.3% | $13,567-58.8% |
| Participant deferral / active EE | $0 | $575-100.0% | $517-100.0% | $575-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |