Filed February 19, 2020 (most recent of 2 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 |
|---|---|---|
BUCK GLOBAL, LLC1+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $605,121 |
MERCER1+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2836900 | Actuarial | $250,344 |
ERNST & YOUNG LLP1+ years Service code 10 · EIN 34-6565596 | Accounting | $98,574 |
JPMORGAN INVEST HOLDINGS LLC1+ years Filed as: JP MORGAN CHASE BANK, NA Service code 21 · EIN 13-4994650 | Bank Trustee | $89,498 |
MOSS ADAMS LLP1+ years Service code 10 · EIN 91-0189318 | Accounting | $14,055 |
THE BERWYN GROUP1+ years Filed as: BERWYN GROUP Service code 10 · EIN 27-0581438 | Accounting | $8,978 |
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.
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 | $82,591-100.0% | $186,087-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.8%-37.8pp | 0.8%-0.8pp |
| Annual return | -69.78% | -3.68%-66.1pp | -2.13%-67.6pp | -0.60%-69.2pp |
| Employer contribution / active EE | $106,354 | $13,163+708.0% | $34,127+211.6% | $12,272+766.6% |
| Participant deferral / active EE | $0 | $47-100.0% | $131-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $941-100.0% | $717-100.0% |