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 |
|---|---|---|
RUSSELL TRUST COMPANY5 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $1,557,731 |
PIMCO FUNDS7 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $672,386 |
BLACKROCK11+ years Service code 28 · EIN 13-3806691 | Investment Management | $520,367 |
NORTHERN TRUST COMPANY11+ years Filed as: NORTHERN TRUST INVESTMENTS, INC Service code 28 · EIN 36-3608252 | Investment Management | $404,832 |
DIMENSIONAL FUND ADVISORS10+ years Service code 28 · EIN 30-0447847 | Investment Management | $212,526 |
Filed as: FIDELITY Service code 28 · EIN 20-4659714 | Investment Management | $200,237 |
HEWITT ASSOCIATES LLC11+ years Filed as: HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $128,559 |
THE BERWYN GROUP1 year Service code 49 · EIN 82-4722389 | Other Services | $116,197 |
MILLIMAN, INC.9 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $103,889 |
ERNST & YOUNG LLP11+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $51,000 |
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 | $0 | $105,290-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.5%-13.5pp | 0.0%0pp |
| Annual return | 16.69% | 9.09%+7.6pp | 64.50%-47.8pp | 9.09%+7.6pp |
| Employer contribution / active EE | $0 | $9,429-100.0% | $23,990-100.0% | $9,429-100.0% |
| Participant deferral / active EE | $0 | $490-100.0% | $287-100.0% | $490-100.0% |
| Admin fee / account holder | $0 | $0 | $4,431-100.0% | - |