See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0181291 | Actuarial | $730,544 |
Service code 28 · EIN 95-2705767 | Investment Management | $358,698 |
NORTHERN TRUST COMPANY4 years Filed as: THE NORTHERN TRUST COMPANY Service code 21 · EIN 36-1561860 | Bank Trustee | $215,630 |
LCG ASSOCIATES, INC.4 years Service code 17 · EIN 75-1680350 | Pension Consulting | $87,000 |
BLACKROCK4 years Service code 24 · EIN 94-3112180 | Discretionary Trustee | $84,748 |
HAM, LANGSTON & BREZINA, LLP7+ years Filed as: HAM, LANGSTON & BREZINA, L.L.P. Service code 10 · EIN 76-0448495 | Accounting | $17,515 |
NORTHERN TRUST COMPANY1 year Filed as: NORTHERN TRUST INVESTMENTS INC Service code 28 · EIN 36-3608252 | Investment Management | $15,632 |
GARY A NAGLER PLLC3 years Filed as: GARY A. NAGLER AND ASSOCIATES Service code 29 · EIN 76-0622745 | Legal | $12,058 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $444,552-100.0% | $54,060-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 3.3%-3.3pp | 3.7%-3.7pp |
| Annual return | 8.58% | 7.76%+0.8pp | 36.37%-27.8pp | 15.63%-7.1pp |
| Employer contribution / active EE | $0 | $10,188-100.0% | $37,223-100.0% | $11,476-100.0% |
| Participant deferral / active EE | $0 | $0 | $524-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $429-100.0% | $568-100.0% | $429-100.0% |