Filed April 2, 2024 (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 |
|---|---|---|
BLACKROCK2 years Filed as: BLACKROCK INSTITUTIONAL TRUST CO. Service code 28 · EIN 94-3112180 | Investment Management | $374,848 |
MILLIMAN, INC.4 years Service code 11 · EIN 91-0675641 | Actuarial | $137,192 |
DEMARCHE ASSOCIATES, INC.10+ years Filed as: DEMARCHE ASSOCIATES Service code 28 · EIN 43-1493130 | Investment Management | $50,000 |
BDO USA, LLP10+ years Service code 10 · EIN 13-5381590 | Accounting | $30,100 |
THE BANK OF NEW YORK MELLON10+ years Filed as: BANK OF AMERICA Service code 21 · EIN 94-1687665 | Bank Trustee | $27,277 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,198-100.0% | $628,955-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 41.9%-41.9pp | 11.0%-11.0pp |
| Annual return | -1.66% | 9.06%-10.7pp | 8.15%-9.8pp | 8.23%-9.9pp |
| Employer contribution / active EE | $106,907 | $13,463+694.1% | $42,534+151.3% | $13,859+671.4% |
| Participant deferral / active EE | $0 | $179-100.0% | $12-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $1,652-100.0% | $12,760-100.0% | $1,652-100.0% |