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 10-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 |
|---|---|---|
MERCER4 years Filed as: MERCER HR OUTSOURCING Service code 51 · EIN 20-1932099 | Investment Mgmt Fees | $471,656 |
MORNEAU SHEPELL2 years Filed as: TELUS HEALTH Service code 15 · EIN 52-1883918 | Recordkeeping | $343,348 |
AON CONSULTING6 years Service code 11 · EIN 22-2232264 | Actuarial | $166,280 |
NORTHERN TRUST COMPANY6 years Service code 21 · EIN 36-1561860 | Bank Trustee | $117,664 |
COHNREZNICK LLP9 years Service code 10 · EIN 33-4144829 | Accounting | $42,000 |
STATE STREET GLOBAL ADVISORS5 years Filed as: STATE STREET RESEARCH Service code 51 · EIN 13-3142135 | Investment Mgmt Fees | $10,638 |
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.
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 | $36,224-100.0% | $105,290-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.3%-12.3pp | 2.1%-2.1pp |
| Annual return | 6.08% | 5.07%+1.0pp | 52.39%-46.3pp | 9.14%-3.1pp |
| Employer contribution / active EE | $0 | $13,307-100.0% | $23,486-100.0% | $19,963-100.0% |
| Participant deferral / active EE | $0 | $0 | $224-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $4,431-100.0% | $200-100.0% |