See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
RUSSELL TRUST COMPANY3 years Filed as: RUSSELL INVESTMENTS TRUST COMPANY Service code 25 · EIN 91-1116938 | Directed Trustee | $1,605,721 |
PIMCO FUNDS5 years Filed as: PIMCO Service code 28 · EIN 33-0629048 | Investment Management | $588,066 |
BLACKROCK9+ years Service code 28 · EIN 13-3806691 | Investment Management | $484,736 |
NORTHERN TRUST COMPANY9+ years Filed as: NORTHERN TRUST INVESTMENTS, INC Service code 28 · EIN 36-3608252 | Investment Management | $315,664 |
DIMENSIONAL FUND ADVISORS8+ years Service code 28 · EIN 30-0447847 | Investment Management | $173,349 |
Filed as: FIDELITY Service code 28 · EIN 20-4659714 | Investment Management | $124,021 |
MILLIMAN, INC.7 years Filed as: MILLIMAN, INC Service code 11 · EIN 91-0675641 | Actuarial | $109,737 |
HEWITT ASSOCIATES LLC9+ years Filed as: HEWITT Service code 15 · EIN 36-2235791 | Recordkeeping | $105,151 |
ERNST & YOUNG LLP9+ years Filed as: ERNST AND YOUNG Service code 10 · EIN 34-6565596 | Accounting | $40,795 |
DIRECT ADVISORS, LLC1 year Filed as: DIRECT CONNECT GROUP (DCG) LLC Service code 38 · EIN 91-2132033 | Participant Communication | $10,986 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
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 | $182,032-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 13.4%-13.4pp | 0.0%0pp |
| Annual return | 15.12% | 13.18%+1.9pp | 7.70%+7.4pp | 13.18%+1.9pp |
| Employer contribution / active EE | $0 | $8,469-100.0% | $28,478-100.0% | $8,469-100.0% |
| Participant deferral / active EE | $0 | $322-100.0% | $49-100.0% | $322-100.0% |
| Admin fee / account holder | $0 | $0 | $51,246-100.0% | - |