Filed January 10, 2019 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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 5-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 Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $423,492 |
MERCER1+ years Service code 11 · EIN 13-2834414 | Actuarial | $86,390 |
SEAY & WEISSINGER, LLC1+ years Filed as: SUTE SEAY, LLC Service code 10 · EIN 61-1663588 | Accounting | $20,439 |
MORRIS, MANNING & MARTIN, LLP1+ years Filed as: MORRIS,MANNING AND MARTIN Service code 29 · EIN 58-1269995 | Legal | $17,451 |
STATE STREET GLOBAL ADVISORS1+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 25 · EIN 04-1867445 | Directed Trustee | $10,888 |
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 | $211,396-100.0% | $96,302-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 8.8%-8.8pp | 4.3%-4.3pp |
| Annual return | -2.86% | -0.81%-2.1pp | -2.90%0pp | 2.81%-5.7pp |
| Employer contribution / active EE | $112,462 | $22,644+396.6% | $27,990+301.8% | $16,358+587.5% |
| Participant deferral / active EE | $0 | $1,376-100.0% | $137-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $519-100.0% | $1,639-100.0% |