Filed February 5, 2025
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 8-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 |
|---|---|---|
MERCER1 year Filed as: MERCER HR SERVICES, LLC Service code 14 · EIN 20-1932099 | Plan Administrator | $736,906 |
NORTHERN TRUST COMPANY2+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $581,255 |
ARROWSTREET CAPITAL1 year Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $548,458 |
MERCER1 year Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $438,752 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 51 · EIN 20-2159373 | Investment Mgmt Fees | $322,580 |
GOLDMAN SACHS1 year Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $307,849 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $273,989 |
SEGALL BRYANT & HAMILL1 year Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $260,764 |
VICTORY1 year Filed as: VICTORY CAPITAL MANAGEMENT Service code 51 · EIN 13-2700161 | Investment Mgmt Fees | $244,039 |
Filed as: ACADIAN ASSET MANAGEMENT Service code 51 · EIN 04-2929221 | Investment Mgmt Fees | $239,061 |
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.
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 | $21,578,776-100.0% | $221,583-100.0% | $21,578,776-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | -35.52% | -5.10%-30.4pp | -6.55%-29.0pp | 33.37%-68.9pp |
| Employer contribution / active EE | $6,726 | $17,560-61.7% | $21,653-68.9% | $11,253-40.2% |
| Participant deferral / active EE | $0 | $304-100.0% | $160-100.0% | $819-100.0% |
| Admin fee / account holder | $0 | $99,113-100.0% | $1,920-100.0% | $99,113-100.0% |