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.
| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Service code 11 · EIN 22-2232264 | Actuarial | $589,915 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $146,405 |
AON CONSULTING1+ years Filed as: AON INVESTMENTS USA INC. Service code 28 · EIN 36-3109431 | Investment Management | $130,769 |
NORTHERN TRUST COMPANY1+ years Service code 25 · EIN 36-1561860 | Directed Trustee | $78,088 |
NORTHERN TRUST COMPANY1+ years Filed as: NORTHERN TRUST INVESTMENTS INC. Service code 28 · EIN 36-3608252 | Investment Management | $26,995 |
BLACKROCK1+ years Service code 28 · EIN 94-3112180 | Investment Management | $10,634 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $75,644-100.0% | $102,492-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 11.9%-11.9pp | 12.2%-12.2pp | 11.0%-11.0pp |
| Annual return | 0.54% | 7.25%-6.7pp | 5.17%-4.6pp | 8.23%-7.7pp |
| Employer contribution / active EE | $0 | $13,309-100.0% | $26,422-100.0% | $13,859-100.0% |
| Participant deferral / active EE | $0 | $61-100.0% | $78-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $16,625-100.0% | $1,652-100.0% |