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 |
|---|---|---|
MORNEAU SHEPELL2 years Filed as: MORNEAU SHEPELL LIMITED Service code 14 · EIN 52-1883918 | Plan Administrator | $574,206 |
NORTHERN TRUST COMPANY3+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $363,553 |
GOLDMAN SACHS3+ years Service code 51 · EIN 13-3575636 | Investment Mgmt Fees | $139,861 |
MERCER3+ years Filed as: MERCER (US) INC. Service code 11 · EIN 13-2834414 | Actuarial | $117,126 |
PIMCO FUNDS1 year Filed as: PACIFIC INVESTMENT MANAGEMENT COMP Service code 51 · EIN 33-0629048 | Investment Mgmt Fees | $110,171 |
Filed as: FIDELITY INSTITUTIONAL ASSET MANAGE Service code 51 · EIN 20-2159373 | Investment Mgmt Fees | $105,269 |
SEGALL BRYANT & HAMILL3+ years Service code 51 · EIN 41-1788385 | Investment Mgmt Fees | $105,119 |
Filed as: IVY INVESTMENT MANAGEMENT COMP Service code 51 · EIN 03-0481447 | Investment Mgmt Fees | $82,658 |
VICTORY3+ years Filed as: VICTORY CAPITAL MANAGEMENT Service code 51 · EIN 13-2700161 | Investment Mgmt Fees | $82,244 |
WESTFIELD CAPITAL MANAGEMENT3+ years Filed as: WESTFIELD CAPITAL MANAGEMENT COMPAN Service code 51 · EIN 80-0176963 | Investment Mgmt Fees | $80,930 |
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 | $0 | $733,756-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 3.1%-3.1pp | 0.0%0pp |
| Annual return | 7.77% | 5230.06%-5222.3pp | 8.35%-0.6pp | 5230.06%-5222.3pp |
| Employer contribution / active EE | $5,124 | $10,491-51.2% | $27,010-81.0% | $10,491-51.2% |
| Participant deferral / active EE | $0 | $460-100.0% | $180-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $19,421-100.0% | - |