Filed April 4, 2018 (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 |
|---|---|---|
Service code 11 · EIN 53-0181291 | Actuarial | $53,000 |
THE BANK OF NEW YORK MELLON8 years Service code 21 · EIN 13-5160382 | Bank Trustee | $49,988 |
MERCER10+ years Service code 11 · EIN 13-2834414 | Actuarial | $45,361 |
WITHUMSMITH+BROWN, PC10+ years Filed as: MAYER BROWN LLP Service code 29 · EIN 36-1447220 | Legal | $38,150 |
ALIGHT SOLUTIONS LLC9 years Filed as: ALIGHT SOLUTIONS Service code 14 · EIN 82-1061233 | Plan Administrator | $20,982 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $284,260-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 0.0%0pp |
| Annual return | 8.34% | 9.27%-0.9pp | 37.43%-29.1pp | 10.71%-2.4pp |
| Employer contribution / active EE | $0 | $14,139-100.0% | $38,058-100.0% | $14,986-100.0% |
| Participant deferral / active EE | $0 | $970-100.0% | $121-100.0% | $1,686-100.0% |
| Admin fee / account holder | $0 | $0 | $266,169-100.0% | - |