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 |
|---|---|---|
OCTOBER THREE CONSULTING LLC2+ years Service code 11 · EIN 27-1175487 | Actuarial | $466,981 |
THE BANK OF NEW YORK MELLON2+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $120,035 |
ANSON CAPITAL INC2+ years Service code 27 160 GREENCASTLE ROAD · TYONE, GA 30290 | Advisory (Plan) | $34,500 |
FUNDSMITH EQUITY FUND L.P.1 year Service code 27 140 ELM STREET · NEW CANANN, CT 06840 | Advisory (Plan) | $21,516 |
BECHER DELLA TORRE GITTO & CO.2+ years Service code 10 · EIN 22-2625944 | Accounting | $20,965 |
MERCER2+ years Service code 11 501 MERRITT 7 · NORWALK, CT 06856 | Actuarial | $12,000 |
D2XCHANGE1 year Service code 21 7100 E BELLEVIEW AVENUE · GREENWOOD VILLAGE, CO 80111 | Bank Trustee | $8,593 |
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.
Annual investment return 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 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 | $381,942,733-100.0% | $151,941-100.0% | $381,942,733-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.6%-10.6pp | 0.0%0pp |
| Annual return | -1.54% | 6.04%-7.6pp | 5.44%-7.0pp | 9.19%-10.7pp |
| Employer contribution / active EE | $7,811 | $12,925-39.6% | $25,481-69.3% | $12,608-38.0% |
| Participant deferral / active EE | $0 | $746-100.0% | $65-100.0% | $1,615-100.0% |
| Admin fee / account holder | $0 | $2,655,710-100.0% | $11,765-100.0% | $2,655,710-100.0% |