Filed March 9, 2020
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 8-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 |
|---|---|---|
MERCER4+ years Filed as: MERCER INVESTMENT MANAGEMENT Service code 15 · EIN 20-0193209 | Recordkeeping | $1,555,000 |
EAGLE POINT2 years Service code 28 · EIN 98-1082344 | Investment Management | $1,404,000 |
ALIGHT SOLUTIONS LLC3 years Filed as: ALIGHT SOLUTIONS, LLC Service code 15 · EIN 82-1061233 | Recordkeeping | $384,000 |
STATE STREET GLOBAL ADVISORS4+ years Filed as: STATE STREET BANK & TRUST COMPANY Service code 28 · EIN 04-1867445 | Investment Management | $188,000 |
COHNREZNICK LLP4+ years Service code 10 · EIN 22-1478099 | Accounting | $38,000 |
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 | $409,661-100.0% | $373,805-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 18.9%-18.9pp | 1.7%-1.7pp |
| Annual return | 14.03% | 10.61%+3.4pp | 9.52%+4.5pp | 627.08%-613.1pp |
| Employer contribution / active EE | $8,389 | $21,392-60.8% | $41,951-80.0% | $18,824-55.4% |
| Participant deferral / active EE | $0 | $61-100.0% | $18-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $1,512-100.0% | $1,923-100.0% |