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 |
|---|---|---|
AON CONSULTING3 years Service code 11 · EIN 22-2232264 | Actuarial | $96,823 |
ARROWSTREET CAPITAL7 years Filed as: ARROWSTREET CAPITAL LIMITED PARTNER Service code 28 · EIN 04-3472863 | Investment Management | $57,243 |
LOOMIS SAYLES3 years Filed as: LOOMIS, SAYLES & COMPANY, L.P Service code 28 · EIN 04-3200030 | Investment Management | $17,969 |
NORTHERN TRUST COMPANY3 years Filed as: NORTHERN TRUST CORPORATION Service code 21 · EIN 36-1561860 | Bank Trustee | $17,581 |
Filed as: BARBICH,HOOPER,KING,DILL,HOFFMAN Service code 10 · EIN 93-3215332 | Accounting | $5,421 |
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.
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 | $33,520-100.0% | $116,914-100.0% | $33,520-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 2.1%-2.1pp |
| Annual return | 10.30% | 5.82%+4.5pp | 8.91%+1.4pp | 7.65%+2.6pp |
| Employer contribution / active EE | $0 | $11,370-100.0% | $24,376-100.0% | $20,599-100.0% |
| Participant deferral / active EE | $0 | $26-100.0% | $14-100.0% | $1,172-100.0% |
| Admin fee / account holder | $0 | $193-100.0% | $692-100.0% | $193-100.0% |