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 |
|---|---|---|
MORNEAU SHEPELL1 year Filed as: LIFEWORKS Service code 14 · EIN 52-1883918 | Plan Administrator | $524,774 |
NORTHERN TRUST COMPANY5+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $491,622 |
Filed as: ACADIAN ASSET Service code 51 · EIN 04-2828221 | Investment Mgmt Fees | $242,958 |
GOLDMAN SACHS4 years Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $188,483 |
MERCER4 years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $157,929 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT COMP Service code 51 · EIN 36-0629048 | Investment Mgmt Fees | $151,492 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 51 · EIN 20-2159373 | Investment Mgmt Fees | $146,382 |
THE SEGAL COMPANY1 year Filed as: SEGAL BRYANT & HAMILL Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $130,731 |
VICTORY2 years Filed as: VICTORY CAPITAL Service code 51 · EIN 13-2700161 | Investment Mgmt Fees | $117,284 |
EARNEST PARTNERS, LLC4 years Filed as: EARNEST PARTNERS LLC Service code 51 · EIN 58-2386669 | Investment Mgmt Fees | $111,487 |
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.
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 | $765,066-100.0% | $765,066-100.0% | $444,552-100.0% |
| Participation rate | 0.0% | 11.1%-11.1pp | 3.4%-3.4pp | 3.7%-3.7pp |
| Annual return | 7.86% | 10.14%-2.3pp | 8.31%-0.4pp | 15.63%-7.8pp |
| Employer contribution / active EE | $9,091 | $16,339-44.4% | $21,002-56.7% | $11,476-20.8% |
| Participant deferral / active EE | $0 | $401-100.0% | $224-100.0% | $1,127-100.0% |
| Admin fee / account holder | $0 | $724-100.0% | $724-100.0% | $429-100.0% |