Filed March 16, 2016 (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+ years Service code 11 501 MERRITT 7 · NORWALK, CT 06856 | Actuarial | $173,300 |
THE BANK OF NEW YORK MELLON1+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $113,484 |
ANSON CAPITAL INC1+ years Service code 27 160 GREENCASTLE ROAD · TYONE, GA 30290 | Advisory (Plan) | $34,500 |
BECHER DELLA TORRE GITTO & CO.1+ years Service code 10 · EIN 22-2625944 | Accounting | $20,947 |
OCTOBER THREE CONSULTING LLC1+ years Service code 11 · EIN 27-1175487 | Actuarial | $10,651 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $4,666,522-100.0% | $522,682-100.0% | $14,096,330-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 12.6%-12.6pp | 0.0%0pp |
| Annual return | 3.04% | -1.23%+4.3pp | -3.43%+6.5pp | 1.67%+1.4pp |
| Employer contribution / active EE | $16,093 | $11,541+39.4% | $25,607-37.2% | $10,506+53.2% |
| Participant deferral / active EE | $0 | $1,138-100.0% | $77-100.0% | $1,562-100.0% |
| Admin fee / account holder | $0 | $88,742-100.0% | $13,511-100.0% | $66,276-100.0% |