Filed March 17, 2016 (most recent of 5 filings on file)
Total covered: 122 employees
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 |
|---|---|---|
THE SEGAL COMPANY9+ years Service code 11 · EIN 13-1835864 | Actuarial | $422,135 |
WELLINGTON TRUST COMPANY9+ years Filed as: WELLINGTON MANAGEMENT COMPANY, LLP Service code 28 280 CONGRESS STREET · BOSTON, MA 02210 | Investment Management | $90,087 |
ROBERTS & HOLLAND9+ years Service code 29 · EIN 13-1833405 | Legal | $88,565 |
THE SEGAL COMPANY5 years Filed as: SEGAL MARCO ADVISORS Service code 27 · EIN 13-2646110 | Advisory (Plan) | $66,936 |
LOOMIS SAYLES2 years Filed as: LOOMIS SAYLES TRUST COMPANY Service code 28 · EIN 20-8080381 | Investment Management | $35,652 |
MERCER8 years Service code 12 · EIN 12-2834414 | Participant communication; Direct pay... | $19,000 |
THE BANK OF NEW YORK MELLON9+ years Filed as: U.S BANK Service code 15 · EIN 41-2003732 | Recordkeeping | $18,061 |
ALLSPRING3 years Filed as: ALLSPRING GLOBAL INVESTMENTS Service code 28 · EIN 95-3692822 101 SEAPORT BOULEVARD · BOSTON, MA 02210 | Investment Management | $17,189 |
EISNERAMPER LLP3 years Filed as: EISNERAMPER/EISNER ADVISORY GROUP Service code 10 733 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $9,025 |
RHUMBLINE ADVISORS2 years Filed as: RHUMBLINE ADVISERS Service code 28 265 FRANKLIN STREET · BOSTON, MA 02110 | Investment Management | $5,281 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,477-100.0% | $157,677-100.0% | $52,198-100.0% |
| Participation rate | 0.0% | 61.9%-61.9pp | 28.6%-28.6pp | 11.0%-11.0pp |
| Annual return | 8.72% | 9.01%-0.3pp | 8.39%+0.3pp | 8.23%+0.5pp |
| Employer contribution / active EE | $2,551 | $10,608-76.0% | $41,487-93.9% | $13,859-81.6% |
| Participant deferral / active EE | $0 | $350-100.0% | $40-100.0% | $61-100.0% |
| Admin fee / account holder | $0 | $6,127-100.0% | $3,303-100.0% | $1,652-100.0% |