Filed November 9, 2022 (most recent of 5 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 |
|---|---|---|
MERCER1 year Service code 11 · EIN 13-2834414 | Actuarial | $228,664 |
Filed as: INCOME RESEARCH AND MANAGEMENT INVE Service code 51 · EIN 04-2955404 | Investment Mgmt Fees | $203,648 |
Filed as: PRIME BUCHHOLZ Service code 70 · EIN 02-0426421 | Consulting Fees | $159,392 |
Filed as: BANK OF AMERICA FEES Service code 21 · EIN 94-1687665 | Bank Trustee | $94,604 |
Filed as: UBS REALTY INVESTORS LLC Service code 51 · EIN 06-1452020 | Investment Mgmt Fees | $29,119 |
DODGE & COX1 year Filed as: DODGE & COX STOCK I Service code 52 · EIN 94-6099539 | Indirect Investment Fees | $0 |
Filed as: JHANCOCK DIVERSIFIED MACRO R6 Service code 52 · EIN 04-3111116 | Indirect Investment Fees | $0 |
LAZARD ASSET MANAGEMENT5 years Filed as: LAZARD GLOBAL LISTED INFRASTRUCTURE Service code 52 · EIN 27-1211194 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD TOTAL INTL STOCK INDEX I Service code 52 · EIN 23-2834923 | Indirect Investment Fees | $0 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD TOTAL STOCK MARKET IDX I Service code 52 · EIN 23-1999755 | Indirect Investment Fees | $0 |
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.
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 | $334,201-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.9%-43.9pp | 0.0%0pp |
| Annual return | 9.02% | 5.48%+3.5pp | 9.84%-0.8pp | 9.30%-0.3pp |
| Employer contribution / active EE | $0 | $9,127-100.0% | $30,320-100.0% | $12,557-100.0% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,213-100.0% | - |