Filed November 15, 2024 (most recent of 3 filings on file)
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 |
|---|---|---|
MERCER10+ years Filed as: MERCER, INC Service code 11 · EIN 13-2834414 | Actuarial | $159,780 |
SILCHESTER INTERNATIONAL INVESTORS10+ years Service code 28 · EIN 45-3056700 | Investment Management | $101,256 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 20-4751585 | Consulting | $61,599 |
THE BANK OF NEW YORK MELLON7 years Service code 18 · EIN 13-5160382 | Custodial (other than securities); Cu... | $56,314 |
VERRILL DANA LLP5 years Filed as: VERRILL DANA Service code 29 ONE FEDERAL STREET, 20TH FLOOR · BOSTON, MA 02110 | Legal | $6,975 |
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.
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $205,371-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 53.4%-53.4pp | 0.0%0pp |
| Annual return | 9.30% | 10.71%-1.4pp | 6.25%+3.0pp | 10.71%-1.4pp |
| Employer contribution / active EE | $7,380 | $14,986-50.8% | $26,962-72.6% | $14,986-50.8% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $517-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $13,227-100.0% | - |