Filed March 8, 2017 (most recent of 4 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 |
|---|---|---|
WILLIS TOWERS WATSON US LLC3 years Service code 11 · EIN 53-0018129 | Actuarial | $531,141 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE ASSOCIATES Service code 28 · EIN 04-3515240 | Investment Management | $474,678 |
STATE STREET GLOBAL ADVISORS6+ years Filed as: STATE STREET BANK Service code 21 · EIN 04-1867445 | Bank Trustee | $95,001 |
MAYER HOFFMAN MCCANN P.C.6+ years Filed as: MAYER HOFFMAN MCCANN PC Service code 10 · EIN 43-1947695 | Accounting | $83,000 |
AMERICAN REALTY ADVISORS3 years Filed as: BARING NORTH AMERICAN Service code 28 · EIN 51-0504477 | Investment Management | $61,998 |
Filed as: CLIFFON GROUP PARAMETRIC Service code 28 · EIN 20-0292745 | Investment Management | $60,000 |
ACADIAN ASSET MANAGEMENT LLC5 years Filed as: ACADIAN EMERGING MARKETS Service code 28 · EIN 26-3368395 | Investment Management | $49,394 |
PRICEWATERHOUSECOOPERS LLP2 years Filed as: PRICEWATERHOUSE COOPERS Service code 10 · EIN 13-4008324 | Accounting | $45,260 |
L AND G INVESTMENT6+ years Service code 28 · EIN 27-3472226 | Investment Management | $43,891 |
Service code 28 · EIN 47-4286058 | Investment Management | $21,754 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $305,030-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 0.6%-0.6pp |
| Annual return | 15.98% | 11.57%+4.4pp | 380.66%-364.7pp | 11.45%+4.5pp |
| Employer contribution / active EE | $33,708 | $36,657-8.0% | $45,083-25.2% | $17,219+95.8% |
| Participant deferral / active EE | $0 | $1,810-100.0% | $272-100.0% | $357-100.0% |
| Admin fee / account holder | $0 | $15,480-100.0% | $12,800-100.0% | $15,480-100.0% |