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 7-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+ years Filed as: MERCER HR SERVICES, LLC Service code 14 · EIN 20-1932099 | Plan Administrator | $826,064 |
NORTHERN TRUST COMPANY1+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $270,960 |
MERCER1+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $228,943 |
ARROWSTREET CAPITAL1+ years Service code 51 · EIN 04-3472863 | Investment Mgmt Fees | $223,434 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 51 · EIN 20-2159373 | Investment Mgmt Fees | $131,404 |
GOLDMAN SACHS1+ years Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $125,224 |
PIMCO FUNDS1+ years Filed as: PACIFIC INVESTMENT MANAGEMENT COMPA Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $111,451 |
SEGALL BRYANT & HAMILL1+ years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $106,073 |
VICTORY1+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 51 · EIN 13-2700161 | Investment Mgmt Fees | $99,273 |
Filed as: IVY INVESTMENT MANAGEMENT COMPANY Service code 51 · EIN 03-0481447 | Investment Mgmt Fees | $97,143 |
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 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 | $0 | $221,583-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 4.3%-4.3pp | 0.0%0pp |
| Annual return | 0.00% | 73.13%-73.1pp | -6.55%+6.6pp | 73.13%-73.1pp |
| Employer contribution / active EE | $4,651 | $8,421-44.8% | $21,653-78.5% | $8,421-44.8% |
| Participant deferral / active EE | $0 | $293-100.0% | $160-100.0% | $293-100.0% |
| Admin fee / account holder | $0 | $0 | $1,920-100.0% | - |