Filed January 5, 2021
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 6-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 Filed as: MERCER US LLC Service code 11 · EIN 13-2834414 | Actuarial | $282,549 |
Service code 11 · EIN 13-3689044 | Actuarial | $256,559 |
MERCER2 years Filed as: MERCER INVESTMENTS LLC Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $179,214 |
Filed as: STATE STREET BANK AND TRUST COMPANY Service code 19 · EIN 04-1867445 | Securities Custodian | $25,000 |
CAUSEY DEMGEN & MOORE PC1 year Filed as: CAUSEY DEMGEN & MOORE PC. Service code 10 · EIN 84-1158905 | Accounting | $14,700 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $116,914-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 9.1%-9.1pp | 0.0%0pp |
| Annual return | 1.32% | 5.54%-4.2pp | 8.91%-7.6pp | 8.76%-7.4pp |
| Employer contribution / active EE | $1,624 | $6,639-75.5% | $24,376-93.3% | $16,627-90.2% |
| Participant deferral / active EE | $0 | $467-100.0% | $14-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $692-100.0% | - |