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, LLC2+ years Filed as: BUCK CONSULTANTS LLP Service code 11 · EIN 13-3954297 | Actuarial | $634,417 |
MERCER2+ years Filed as: MERCER HUMAN RESOURCE CONSULTING Service code 11 · EIN 13-2836900 | Actuarial | $239,828 |
Filed as: FIDUCIARY COUNSELORS INC. Service code 31 · EIN 27-3709903 | Named fiduciary; Direct payment from ... | $226,708 |
ERNST & YOUNG LLP2+ years Service code 10 · EIN 34-6565596 | Accounting | $119,610 |
COVINGTON & BURLING LLP1 year Service code 29 · EIN 53-0188411 | Legal | $29,038 |
MOSS ADAMS LLP2+ years Service code 10 · EIN 91-0189318 | Accounting | $15,000 |
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 | $35,636-100.0% | $18,392,177-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 37.5%-37.5pp | 1.8%-1.8pp |
| Annual return | 3.95% | 5.90%-1.9pp | 3.99%0pp | 7.18%-3.2pp |
| Employer contribution / active EE | $55,363 | $17,826+210.6% | $38,279+44.6% | $13,095+322.8% |
| Participant deferral / active EE | $0 | $92-100.0% | $386-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $140,034-100.0% | $362-100.0% |